| As of Date | 09/14/2026 |
| Registration | SEC, Approved, 12/01/1997 |
| ADV Location | DOWNERS GROVE, IL, United States |
| Contact Info | 630 xxxxxxx |
| Websites |
| AUM* | 1,991,481,000 31% |
| of that, discretionary | 1,378,535,000 31% |
| Number of Employees | 6 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 10,481,479 25% |
| % High Net Worth | 95.72% 0% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name RYAN & JURASKA LLP | Filing Date09/02/2025 | Form ADV-E View Report |
| Accounting Firm Name RYAN & JURASKA LLP | Filing Date12/12/2024 | Form ADV-E View Report |
| Accounting Firm Name RYAN & JURASKA LLP | Filing Date11/06/2023 | Form ADV-E View Report |