Adviser Profile
| As of Date | 02/11/2026 |
| Registration | SEC, Approved, 04/28/2025 |
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| Former registrations | |
| ADV Location | DOWNERS GROVE, IL, United States |
| Contact Info | 630 xxxxxxx |
| Websites |
| AUM* | 141,012,444 9% |
| of that, discretionary | 141,012,444 9% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 698,081 8% |
| % High Net Worth | 92.86% -2% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
141M
121M
101M
81M
60M
40M
20M
2025
2026
Private Funds
No private funds