| As of Date | 08/25/2026 |
| Registration | SEC, Approved, 02/16/1979 |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 337,052,098 27% |
| of that, discretionary | 335,986,882 27% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 826,108 9% |
| % High Net Worth | 45.75% 27% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name PLANTE MORAN | Filing Date07/23/2024 | Form ADV-E View Report |
| Accounting Firm Name PLANTE MORAN | Filing Date10/17/2023 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$14,589,630 | % Position6.00% | $ Change23.00% | # Change-1.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$12,048,516 | % Position5.00% | $ Change25.00% | # Change10.00% |
| Stck Ticker74762E102 | Stock NameQUANTA SVCS INC | $ Position$10,344,455 | % Position4.00% | $ Change55.00% | # Change18.00% |
| Stck Ticker911363109 | Stock NameUNITED RENTALS INC | $ Position$10,387,185 | % Position4.00% | $ Change29.00% | # Change-17.00% |
| Stck Ticker36828A101 | Stock NameGE VERNOVA INC | $ Position$7,633,065 | % Position3.00% | $ Change64.00% | # Change22.00% |
| Stck Ticker478160104 | Stock NameJOHNSON & JOHNSON | $ Position$7,498,909 | % Position3.00% | $ Change6.00% | # Change2.00% |
| Stck Ticker031162100 | Stock NameAMGEN INC | $ Position$4,301,986 | % Position2.00% | $ Change25.00% | # Change21.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$4,070,609 | % Position2.00% | $ Change0.00% | # Change-12.00% |
| Stck Ticker00287Y109 | Stock NameABBVIE INC | $ Position$6,234,192 | % Position2.00% | $ Change12.00% | # Change-3.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$4,605,089 | % Position2.00% | $ Change1.00% | # Change-3.00% |