| As of Date | 08/27/2026 |
| Registration | SEC, Approved, 09/11/2026 |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | (63 xxxxxxx |
| AUM* | 0 |
| of that, discretionary | 0 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
No private funds