| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 10/17/2000 |
| ADV Location | SKOKIE, IL, United States |
| Contact Info | 847 xxxxxxx |
| AUM* | 189,816,445 22% |
| of that, discretionary | 0 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 524,355 41% |
| % High Net Worth | 43.55% 18% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
No private funds