| Total AUM | $111.1M |
| Discretionary | $111.1M100% of AUM |
| Client Accounts | 137 |
| Avg Account Size | $811K |
| Employees | 3 |
| Peak AUM | $111.1MJan 2026 |
Total AUM
$111M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $111M | +5.7% | — | — | — |
| Discretionary AUM | $111M | +5.7% | |||
| Total AUM | $111.1M |
| Discretionary | $111.1M |
| Employees | 3 |
| Client Accounts | 137 |
| Client Range | 51-100 |
Address
805 GREENWOOD ST SUITE #1
EVANSTON IL 60201
Phone
847-602-6404
Filing History
3 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$111M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| — |
| — |
— |
| Total Accounts | 137 | 9.3% | — | — | — |
| Avg Account Size | $810,817.803 | +16.5% | — | — | — |
| Employees | 3 | 0.0% | — | — | — |
| AUM / Employee | $37M | +5.7% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $110M | +5.6% | — | — | — |
| Institutional AUM | $1M | +13.4% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 13 | +225.0% | — | — | — |
| Institutional | 3 | +50.0% | — | — | — |
| Individuals | 38 | +52.0% | — | — | — |