Adviser Profile
| As of Date | 01/27/2026 |
| Registration | SEC, Approved, 03/24/2025 |
|
|
|
| Former registrations | |
| Contact Info | 630 xxxxxxx |
| Websites |
| AUM* | 125,138,019 11% |
| of that, discretionary | 125,138,019 11% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 468,682 9% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
125M
107M
89M
72M
54M
36M
18M
2025
2026
Private Funds
No private funds