| As of Date | 07/23/2025 |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | Illinois, Approved, 03/06/2018 |
|
|
|
| AUM* | 32,698,764 39% |
| of that, discretionary | 32,698,764 39% |
| Private Fund GAV* | 0 |
| Avg Account Size | 817,469 -13% |
| % High Net Worth | 23.08% -19% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 312 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds