| As of Date | 01/28/2026 |
| Registration | SEC, Approved, 06/23/1992 |
| ADV Location | NILES, IL, United States |
| Contact Info | 847 xxxxxxx |
| Websites |
| AUM* | 166,571,646 65% |
| of that, discretionary | 166,571,646 65% |
| Number of Employees | 3 200% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 18,507,961 47% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pension and profit sharing plans
- State or municipal government entities
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds