| As of Date | 02/16/2026 |
| Registration | SEC, Approved, 03/23/2007 |
| ADV Location | ORLAND PARK, IL, United States |
| Contact Info | 708 xxxxxxx |
| Websites |
| AUM* | 830,236,000 6% |
| of that, discretionary | 830,236,000 6% |
| Number of Employees | 14 -7% |
| of those in investment advisory functions | 9 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 228,652 24% |
| % High Net Worth | 5.71% 2% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Other
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name MICHAEL COGLIANESE CPA, P.C. | Filing Date12/20/2025 | Form ADV-E View Report |
| Accounting Firm Name MICHAEL COGLIANESE CPA, PC | Filing Date01/23/2025 | Form ADV-E View Report |
| Accounting Firm Name ROBERT COOPER & COMPANY CPA PC | Filing Date08/10/2023 | Form ADV-E View Report |