Adviser Profile
| As of Date | 09/25/2026 |
| Registration | Minnesota, Approved, 12/04/2024 |
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| Former registrations | |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 224 xxxxxxx |
| Websites |
| AUM* | 51,004,370 21% |
| of that, discretionary | 42,300,903 1% |
| Number of Employees | 6 -33% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 579,595 28% |
| % High Net Worth | 65.52% 97% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Other investment advisers
- Other
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds