| As of Date | 12/12/2025 |
| ADV Location | CHICAGO, IL, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Registration | SEC, Approved, 02/16/1979 |
| AUM* | 285,171,832 9% |
| of that, discretionary | 284,346,056 9% |
| Private Fund GAV* | 0 |
| Avg Account Size | 756,424 7% |
| % High Net Worth | 42.61% 11% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 312 xxxxxxx |
| Websites |
- 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$12,366,317 | % Position5.00% | $ Change | # Change |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$10,150,709 | % Position4.00% | $ Change6.00% | # Change0.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$5,916,840 | % Position3.00% | $ Change5.00% | # Change0.00% |
| Stck Ticker478160104 | Stock NameJOHNSON & JOHNSON | $ Position$6,049,769 | % Position3.00% | $ Change11.00% | # Change-1.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$7,232,537 | % Position3.00% | $ Change11.00% | # Change18.00% |
| Stck Ticker911363109 | Stock NameUNITED RENTALS INC | $ Position$7,134,965 | % Position3.00% | $ Change-4.00% | # Change13.00% |
| Stck Ticker74762E102 | Stock NameQUANTA SVCS INC | $ Position$5,283,347 | % Position2.00% | $ Change | # Change |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$3,955,856 | % Position2.00% | $ Change0.00% | # Change0.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$3,722,306 | % Position2.00% | $ Change17.00% | # Change12.00% |
| Stck Ticker00287Y109 | Stock NameABBVIE INC | $ Position$4,931,043 | % Position2.00% | $ Change | # Change |