| As of Date | 03/31/2025 |
| Registration | SEC, Approved, 08/12/1996 |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 42,403,351 -23% |
| of that, discretionary | 39,289,328 -28% |
| Number of Employees | 5 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 164,994 -41% |
| % High Net Worth | 5.75% 100% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- State or municipal government entities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Hourly charges
No private funds