Adviser Profile
| As of Date | 08/14/2025 |
| Registration | Illinois, Approved, 07/21/1995 |
| ADV Location | LINCOLNSHIRE, IL, United States |
| Contact Info | 847 xxxxxxx |
| AUM* | 78,794,244 9% |
| of that, discretionary | 78,794,244 9% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,676,473 41% |
| % High Net Worth | 91.67% -8% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds