| As of Date | 09/24/2025 |
| ADV Location | CHICAGO, IL, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Registration | SEC, Approved, 04/18/2025 |
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| Former registrations | |
| AUM* | 163,704,000 |
| of that, discretionary | 163,704,000 |
| Private Fund GAV* | 0 |
| Avg Account Size | 20,463,000 |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 312 xxxxxxx |
| Websites |
- Pooled investment vehicles
- Other investment advisers
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
No private funds