| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 11/17/1989 |
| ADV Location | NORTHFIELD, IL, United States |
| Contact Info | 847 xxxxxxx |
| AUM* | 328,498,193 16% |
| of that, discretionary | 301,602,736 33% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 9,661,712 16% |
| % High Net Worth | 91.18% -3% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds