Adviser Profile
| As of Date | 10/09/2026 |
| Registration | SEC, Approved, 10/09/2026 |
|
|
|
| Former registrations | |
| Contact Info | 630 xxxxxxx |
| Websites |
| AUM* | 112,671,187 |
| of that, discretionary | 112,671,187 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,033,681 |
| % High Net Worth | 96.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds