Adviser Profile

As of Date 03/12/2026
Registration SEC, Approved, 02/16/2021
Other registrations (2)
ADV Location BURR RIDGE, IL, United States
Contact Info 630 xxxxxxx
Websites
AUM* 221,830,752 16%
of that, discretionary 221,830,752 16%
Number of Employees 4
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 416,975 22%
% High Net Worth 13.35% 156%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

222M 190M 158M 127M 95M 63M 32M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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