| Total AUM | $758.1M |
| Discretionary | $758.1M100% of AUM |
| Client Accounts | 2,687 |
| Avg Account Size | $282K |
| Employees | 15 |
| Peak AUM | $758.1MMar 2026 |
| AUM CAGR | +15.2% /yrover 12 yrs · 51 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $758M | +19.9% | +17.1% | +11.2% | |
| Discretionary AUM | |||||
| Total AUM | $758.1M |
| Discretionary | $758.1M |
| Employees | 15 |
| Client Accounts | 2687 |
| Client Range | More than 500 |
Address
4707 PERRY RIDGE LANE
LOVES PARK IL 61111
Phone
815-877-8440
Filing History
51 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$758M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$758M
| $758M |
| +19.9% |
| +17.1% |
| +11.2% |
| Total Accounts | 3k | +5.8% | +3.0% | +4.2% |
| Avg Account Size | $282,136.211 | +13.3% | +13.7% | +6.7% |
| Employees | 15 | +15.4% | +5.0% | 0.0% |
| AUM / Employee | $51M | +3.9% | +11.5% | +11.2% |
Client AUM Segments | |||||
| Wealth AUM | $757M | +19.9% | +17.7% | +11.3% | |
| Institutional AUM | $1M | +14.7% | 47.2% | 17.2% | |
Client Count Segments | |||||
| HNW Clients | 812 | +1.6% | 3.4% | 3.3% | |
| Individuals | 203 | +18.0% | +22.6% | +7.9% | |