Adviser Profile

As of Date 04/24/2024
Registration status Terminated
ADV Location OAK BROOK, IL, United States
Contact Info 630 xxxxxxx
Websites
AUM* 1,698,555 -99%
of that, discretionary 1,698,555 -99%
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,698,555 109%
% High Net Worth 100.00% 181%
SMA’s Yes
Private Funds 0

Adviser Type

- No longer eligible

Client Types

- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

269M 231M 192M 154M 115M 77M 38M
2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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