| As of Date | 09/25/2026 |
| Registration | SEC, Approved, 06/07/1996 |
| ADV Location | WESTMONT, IL, United States |
| Contact Info | 847 xxxxxxx |
| Websites |
| AUM* | 162,177,085 -63% |
| of that, discretionary | 162,177,085 -63% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 81,088,543 -63% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
No private funds