Adviser Profile

As of Date 05/02/2024
Registration status Terminated
ADV Location GENEVA, IL, United States
Contact Info 630 xxxxxxx
AUM* 95,646,970 6%
of that, discretionary 61,683,923 175%
Number of Employees 7
of those in investment advisory functions 4 -33%
Private Fund GAV* 0
Avg Account Size 390,396 6%
% High Net Worth 26.53% -10%
SMA’s No
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

Reported AUM

107M 92M 77M 61M 46M 31M 15M
2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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