Overview
Assets Under Management: $108 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 7
Average Client Assets: $15 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $15 million
Total Client Accounts: 7
Discretionary Accounts: 7
Regulatory Filings
CRD Number: 332136
Last Filing Date: 2025-02-21 00:00:00