| Total AUM | $121.5M |
| Discretionary | $113.0M93% of AUM |
| Non-Discretionary | $8.5M |
| Client Accounts | 376 |
| Avg Account Size | $323K |
| Employees | 2 |
| Peak AUM | $121.5MMar 2026 |
Total AUM
$122M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $122M | +12.5% | — | — | — |
| Discretionary AUM | $113M | +13.6% | |||
| Total AUM | $121.5M |
| Discretionary | $113.0M |
| Employees | 2 |
| Client Accounts | 376 |
| Client Range | 0 |
Address
312 WEST STATE STREET
GENEVA IL 60134
Phone
630-588-3800
Filing History
4 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$113M
93.0% of AUM
Non-Discretionary
$9M
7.0% of AUM
Disc. mix ▲ 0.9pp vs 1 year ago
No related registrations reported
| — |
| — |
— |
| Non-Disc. AUM | $9M | 0.0% | — | — | — |
| Total Accounts | 376 | +3.9% | — | — | — |
| Avg Account Size | $323,138.298 | +8.3% | — | — | — |
| Employees | 2 | 0.0% | — | — | — |
| AUM / Employee | $61M | +12.5% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $120M | +12.5% | — | — | — |
| Institutional AUM | $1M | +10.0% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 166 | 11.2% | — | — | — |
| Institutional | 1 | 0.0% | — | — | — |
| Individuals | 39 | +62.5% | — | — | — |