| As of Date | 01/08/2025 |
| Registration status | Terminated |
| ADV Location | BURR RIDGE, IL, United States |
| Contact Info | 630 xxxxxxx |
| Websites |
| AUM* | 68,104,073 |
| of that, discretionary | 68,104,073 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 972,915 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds