Adviser Profile
| As of Date | 09/11/2023 |
| Registration | Illinois, Approved, 09/19/2023 |
| ADV Location | SKOKIE, IL, United States |
| Contact Info | 808 xxxxxxx |
| AUM* | 0 |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
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
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds