| As of Date | 01/29/2026 |
| Registration | SEC, Approved, 06/19/2012 |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 619,456,034 -5% |
| of that, discretionary | 619,456,034 -5% |
| Number of Employees | 7 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 24,778,241 -2% |
| SMA’s | Yes |
| Private Funds | 0 |
- Insurance companies
- A percentage of assets under your management
No private funds