Adviser Profile

As of Date 02/06/2026
Registration SEC, Approved, 08/29/2002
ADV Location LOMBARD, IL, United States
Contact Info 630 xxxxxxx
Websites
AUM* 0
of that, discretionary 0
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
% High Net Worth 8.22% 100%
SMA’s No
Private Funds 0

Adviser Type

- Pension consultant

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- 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

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