| Total AUM | $94.2M |
| Discretionary | $94.2M100% of AUM |
| Client Accounts | 48 |
| Avg Account Size | $2.0M |
| Employees | 25 |
| Peak AUM | $213.3MSep 2019 |
| AUM CAGR | +4.6% /yrover 25 yrs · 86 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $94M | 36.2% | 16.7% | 10.9% | |
| Discretionary AUM | |||||
| Total AUM | $94.2M |
| Discretionary | $94.2M |
| Employees | 25 |
| Client Accounts | 48 |
| Client Range | 1-10 |
Address
600 CENTRAL AVE.
HIGHLAND PARK IL 60035
Phone
224-632-4700
Filing History
86 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$94M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$94M
| $94M |
| 36.2% |
| 16.7% |
| 10.9% |
| Total Accounts | 48 | 22.6% | 40.0% | 27.8% |
| Avg Account Size | $2M | 17.6% | +38.8% | +23.3% |
| Employees | 25 | +8.7% | +1.4% | +1.7% |
| AUM / Employee | $4M | 41.3% | 17.8% | 12.4% |
Client AUM Segments | |||||
| Wealth AUM | $38M | 2.0% | 17.0% | 6.6% | |
| Institutional AUM | $56M | 48.6% | 16.5% | 13.3% | |
Client Count Segments | |||||
| HNW Clients | 18 | 18.2% | 53.5% | 37.2% | |
| Institutional | 19 | 38.7% | 14.1% | 16.3% | |
| Individuals | 11 | +22.2% | 5.4% | 1.7% | |