| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 11/16/2012 |
| ADV Location | DEERFIELD, IL, United States |
| Contact Info | 224 xxxxxxx |
| Websites |
| AUM* | 272,647,037 31% |
| of that, discretionary | 272,647,037 31% |
| Number of Employees | 13 |
| of those in investment advisory functions | 11 -8% |
| Private Fund GAV* | 0 |
| Avg Account Size | 738,881 43% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds