| Total AUM | $5.74B |
| Discretionary | $1.84B32% of AUM |
| Non-Discretionary | $3.91B |
| Client Accounts | 14,284 |
| Avg Account Size | $402K |
| Employees | 155 |
| Peak AUM | $5.74BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.7B | +32.1% | +24.9% | +21.9% | |
| Discretionary AUM | |||||
| Total AUM | $5.74B |
| Discretionary | $1.84B |
| Employees | 155 |
| Client Accounts | 14284 |
| Client Range | 11-25 |
Address
940 N. INDUSTRIAL DR.
ELMHURST IL 60126-1131
Phone
630-600-0500
Filing History
162 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.8B
32.0% of AUM
Non-Discretionary
$3.9B
68.0% of AUM
Disc. mix ▲ 5.7pp vs 1 year ago
Custody
| +21.9% /yrover 25 yrs · 162 filings |
Total AUM
$5.7B
| $1.8B |
| +60.7% |
| +41.6% |
| +36.8% |
| Non-Disc. AUM | $3.9B | +21.9% | +19.3% | +17.5% |
| Total Accounts | 14k | +19.6% | +22.8% | +19.6% |
| Avg Account Size | $402,009.35 | +10.4% | +1.7% | +1.9% |
| Employees | 155 | +7.6% | +6.9% | +5.6% |
| AUM / Employee | $37M | +22.7% | +16.9% | +15.5% |
Client AUM Segments | |||||
| Wealth AUM | $5.2B | +30.5% | +22.8% | +21.1% | |
| Institutional AUM | $546M | +49.9% | +55.6% | +32.9% | |
Client Count Segments | |||||
| HNW Clients | 13k | +18.5% | +22.2% | +19.2% | |
| Institutional | 573 | +20.1% | +25.9% | +17.8% | |
| Individuals | 894 | +38.0% | +32.4% | +29.3% | |