| Total AUM | $129.2M |
| Discretionary | $129.2M100% of AUM |
| Client Accounts | 259 |
| Avg Account Size | $499K |
| Employees | 2 |
| Peak AUM | $129.2MMar 2026 |
| AUM CAGR | +8.2% /yrover 19 yrs · 25 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $129M | +14.4% | — | — | |
| Discretionary AUM | $129M | ||||
| Total AUM | $129.2M |
| Discretionary | $129.2M |
| Employees | 2 |
| Client Accounts | 259 |
| Client Range | 1-10 |
Address
ONE NORTHFIELD PLAZA
NORTHFIELD IL 60093
Phone
847-313-4326
Filing History
25 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$129M
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
$129M
| — |
| — |
| Total Accounts | 259 | +5.3% | — | — |
| Avg Account Size | $498,929.598 | +8.6% | — | — |
| Employees | 2 | 0.0% | — | — |
| AUM / Employee | $65M | +14.4% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $129M | +14.4% | — | — | |
Client Count Segments | |||||
| HNW Clients | 56 | +7.7% | — | — | |
| Individuals | 42 | 8.7% | — | — | |