| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 06/28/1999 |
| ADV Location | LIBERTYVILLE, IL, United States |
| Contact Info | 224 xxxxxxx |
| Websites |
| AUM* | 3,512,507 1% |
| of that, discretionary | 3,512,507 1% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,512,507 1% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- A percentage of assets under your management
No private funds