| As of Date | 09/26/2025 |
| ADV Location | WESTMONT, IL, United States |
|
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 3 -25% |
| of those in investment advisory functions | 3 |
| Registration | SEC, Approved, 06/07/1996 |
| AUM* | 119,280,634 -83% |
| of that, discretionary | 119,280,634 -83% |
| Private Fund GAV* | 0 |
| Avg Account Size | 59,640,317 -50% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 847 xxxxxxx |
- Investment companies
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
No private funds