Adviser Profile

As of Date 03/28/2024
Registration status Terminated
ADV Location WARRENVILLE, IL, United States
Contact Info 312 xxxxxxx
AUM* 244,636,056 9%
of that, discretionary 244,636,056 9%
Number of Employees 4
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 48,927,211 9%
% High Net Worth 100.00%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- 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

255M 219M 182M 146M 109M 73M 36M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary