| As of Date | 02/25/2026 |
| Registration | SEC, Approved, 08/14/1995 |
| ADV Location | OAK PARK, IL, United States |
| Contact Info | 708 xxxxxxx |
| Websites |
| AUM* | 217,874,913 14% |
| of that, discretionary | 217,874,913 14% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 461,599 -16% |
| % High Net Worth | 34.13% 103% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
No private funds