| As of Date | 04/17/2026 |
| Registration | SEC, Approved, 01/12/1990 |
| ADV Location | NORTHBROOK, IL, United States |
| Contact Info | 847 xxxxxxx |
| AUM* | 1,111,514,757 30% |
| of that, discretionary | 1,111,514,757 30% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,327,975 23% |
| % High Net Worth | 85.34% 1% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name PLANTE MORAN | Filing Date10/09/2025 | Form ADV-E View Report |
| Accounting Firm Name PLANTE & MORAN, PLLC | Filing Date12/20/2024 | Form ADV-E View Report |
| Accounting Firm Name PLANTE & MORAN, PLLC | Filing Date10/30/2023 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$68,428,489 | % Position11.00% | $ Change12.00% | # Change-1.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$51,078,394 | % Position8.00% | $ Change20.00% | # Change6.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$43,560,302 | % Position7.00% | $ Change18.00% | # Change-1.00% |
| Stck Ticker46138G649 | Stock NameINVESCO EXCH TRADED FD TR II | $ Position$45,720,886 | % Position7.00% | $ Change28.00% | # Change1.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$36,818,196 | % Position6.00% | $ Change11.00% | # Change6.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$30,846,201 | % Position5.00% | $ Change12.00% | # Change-1.00% |
| Stck Ticker78462F103 | Stock NameSTATE STR SPDR S&P 500 ETF T | $ Position$33,759,174 | % Position5.00% | $ Change13.00% | # Change-1.00% |
| Stck Ticker532457108 | Stock NameELI LILLY & CO | $ Position$26,471,420 | % Position4.00% | $ Change25.00% | # Change0.00% |
| Stck Ticker235851102 | Stock NameDANAHER CORP DEL | $ Position$22,864,160 | % Position4.00% | $ Change-10.00% | # Change-10.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$21,642,472 | % Position3.00% | $ Change4.00% | # Change3.00% |