Adviser Profile
| As of Date | 03/05/2026 |
| Registration | Illinois, Approved, 12/18/2024 |
| ADV Location | NORTHFIELD, IL, United States |
| Contact Info | 847 xxxxxxx |
| Websites |
| AUM* | 24,332,999 |
| of that, discretionary | 24,332,999 100% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 608,325 |
| % High Net Worth | 45.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
Reported AUM
1
1
1
1
Private Funds
No private funds