Adviser Profile

As of Date 02/25/2026
Registration status Registration Changed to LANDOLT SECURITIES, INC.
ADV Location LAKE BLUFF, IL, United States
Contact Info 847 xxxxxxx
Websites
AUM* 105,626,273
of that, discretionary 105,626,273
Number of Employees 11 10%
of those in investment advisory functions 10 11%
Private Fund GAV* 0 -100%
Avg Account Size 378,589
% High Net Worth 100.00%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- High net worth individuals

Advisory Activities

- 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
Discretionary
Non-discretionary

Private Funds

Employees