Adviser Profile
| As of Date | 02/26/2026 |
| Registration | SEC, Approved, 06/16/2025 |
|
|
|
| Former registrations | |
| ADV Location | FRANKFORT, IL, United States |
| Contact Info | 708 xxxxxxx |
| Websites |
| AUM* | 166,690,509 26% |
| of that, discretionary | 162,398,300 26% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 356,939 -61% |
| % High Net Worth | 22.01% 18% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
162M
139M
116M
93M
70M
46M
23M
2025
2026
Private Funds
No private funds