| As of Date | 09/22/2026 |
| Registration | SEC, Approved, 05/29/2015 |
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| ADV Location | BUFFALO GROVE, IL, United States |
| Contact Info | 847 xxxxxxx |
| Websites |
| AUM* | 416,008,260 94% |
| of that, discretionary | 414,065,720 93% |
| Number of Employees | 33 43% |
| of those in investment advisory functions | 13 -19% |
| Private Fund GAV* | 0 |
| Avg Account Size | 153,339 9% |
| % High Net Worth | 9.95% -75% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds