| 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 |
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds