| As of Date | 02/25/2026 |
| ADV Location | CLIFTON, IL, United States |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | Illinois, Approved, 08/08/2013 |
| AUM* | 13,501,497 62% |
| of that, discretionary | 13,501,497 62% |
| Private Fund GAV* | 0 |
| Avg Account Size | 562,562 49% |
| % High Net Worth | 45.45% 218% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 815 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds