| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 05/27/2014 |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 3,750,210,207 85% |
| of that, discretionary | 1,487,159,273 129% |
| Number of Employees | 11 10% |
| of those in investment advisory functions | 8 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 31,781,442 60% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pension and profit sharing plans
- State or municipal government entities
- Portfolio management for businesses
- Pension consulting services
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds