| As of Date | 02/10/2026 |
| Registration | SEC, Approved, 02/14/2012 |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 5,578,337,916 84% |
| of that, discretionary | 5,578,337,916 84% |
| Number of Employees | 15 |
| of those in investment advisory functions | 11 |
| Private Fund GAV* | 0 |
| Avg Account Size | 192,356,480 14% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pension and profit sharing plans
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds