| Registration status | Terminated |
| As of Date | 04/01/2021 |
| ADV Location | CHICAGO, IL, United States |
| Adviser Type - Internet adviser | |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| AUM* | 9,146,120 |
| of that, discretionary | 9,146,120 |
| Private Fund GAV* | 0 |
| Avg Account Size | 207,866 |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 503 xxxxxxx |
| Websites |
- Portfolio management for individuals and/or small businesses
- Fixed fees (other than subscription fees)
No private funds