Adviser Profile
| As of Date | 03/10/2026 |
| Registration | SEC, Approved, 04/07/2025 |
|
|
|
| Former registrations | |
| ADV Location | NORTHFIELD, IL, United States |
| Contact Info | 847 xxxxxxx |
| Websites |
| AUM* | 129,222,766 14% |
| of that, discretionary | 129,222,766 14% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 498,930 9% |
| % High Net Worth | 42.86% -9% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
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)
Reported AUM
129M
111M
92M
74M
55M
37M
18M
2025
2026
Private Funds
No private funds