Adviser Profile

As of Date 02/23/2026
Registration SEC, Approved, 06/15/1999
ADV Location LOMBARD, IL, United States
Contact Info 630 xxxxxxx
Websites
AUM* 0
of that, discretionary
Number of Employees 15 15%
of those in investment advisory functions 14 17%
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Pension consultant

Client Types

Advisory Activities

- Pension consulting services

Compensation Arrangments

- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees