| As of Date | 03/27/2024 |
| Registration | SEC, Approved, 08/09/2010 |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 169,354,826 56% |
| of that, discretionary | 169,354,826 56% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 56,451,609 264% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds