| Total AUM | $1.16B |
| Discretionary | $1.16B100% of AUM |
| Client Accounts | 13 |
| Avg Account Size | $89.0M |
| Employees | 29 |
| Peak AUM | $1.16BMar 2026 |
| AUM CAGR | +2.7% /yrover 8 yrs · 12 filings |
Total AUM
$1.2B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.2B | +26.6% | +3.5% | +6.9% | |
| Discretionary AUM | |||||
| Total AUM | $1.16B |
| Discretionary | $1.16B |
| Employees | 29 |
| Client Accounts | 13 |
Address
4355 WEAVER PARKWAY
WARRENVILLE IL 60555-4060
Phone
630-657-6800
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| $1.2B |
| +26.6% |
| +3.5% |
| +6.9% |
| Total Accounts | 13 | 0.0% | 10.3% | 10.8% |
| Avg Account Size | $89M | +26.6% | +15.4% | +19.9% |
| Employees | 29 | 0.0% | +6.5% | +3.0% |
| AUM / Employee | $40M | +26.6% | 2.8% | +3.8% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.2B | +26.6% | +3.5% | +6.9% | |
Client Count Segments | |||||
| Pooled / Fund | 13 | 0.0% | 10.3% | 10.8% | |