Adviser Profile
| As of Date | 03/16/2026 |
| Registration | Illinois, Approved, 08/29/2012 |
| ADV Location | LISLE, IL, United States |
| Contact Info | 630 xxxxxxx |
| Websites |
| AUM* | 5,496,997 19% |
| of that, discretionary | 5,496,997 19% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,099,399 -4% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds