Adviser Profile

As of Date 09/16/2025
Registration SEC, Approved, 12/01/1997
ADV Location DOWNERS GROVE, IL, United States
Contact Info 630 xxxxxxx
Websites
AUM* 1,733,566,000 14%
of that, discretionary 1,212,339,000 46%
Number of Employees 6 20%
of those in investment advisory functions 6 20%
Private Fund GAV* 0
Avg Account Size 9,221,096 -42%
% High Net Worth 95.68% 2%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- 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
- Fixed fees (other than subscription fees)

Reported AUM

2B 2B 1B 1B 872M 581M 291M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name RYAN & JURASKA LLP Filing Date09/02/2025 Form ADV-E View Report
Accounting Firm Name RYAN & JURASKA LLP Filing Date12/12/2024 Form ADV-E View Report
Accounting Firm Name RYAN & JURASKA LLP Filing Date11/06/2023 Form ADV-E View Report

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Brochure Summary