| Total AUM | $284.8M |
| Discretionary | $284.8M100% of AUM |
| Client Accounts | 92 |
| Avg Account Size | $3.1M |
| Employees | 1 |
| Peak AUM | $284.8MMar 2026 |
| AUM CAGR | +2.4% /yrover 11 yrs · 21 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $285M | +15.3% | +4.4% | +2.1% | |
| Discretionary AUM | |||||
| Total AUM | $284.8M |
| Discretionary | $284.8M |
| Employees | 1 |
| Client Accounts | 92 |
| Client Range | 0 |
Address
3057 N ROCKWELL ST STE 252
CHICAGO IL 60618
Phone
(312) 878-5520
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$285M
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
$285M
| $285M |
| +15.3% |
| +4.4% |
| +2.1% |
| Total Accounts | 92 | +12.2% | 0.0% | +5.0% |
| Avg Account Size | $3M | +2.8% | +4.4% | 2.8% |
| Employees | 1 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $285M | +15.3% | +4.4% | +2.1% |
Client AUM Segments | |||||
| Wealth AUM | $92M | +6.2% | +32.2% | +16.0% | |
Client Count Segments | |||||
| Individuals | 21 | +31.3% | — | — | |