| Total AUM | $331.0M |
| Discretionary | $331.0M100% of AUM |
| Client Accounts | 746 |
| Avg Account Size | $444K |
| Employees | 3 |
| Peak AUM | $331.0MMar 2026 |
| AUM CAGR | +6.3% /yrover 19 yrs · 32 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $331M | +23.2% | +14.3% | +10.0% | |
| Discretionary AUM | |||||
| Total AUM | $331.0M |
| Discretionary | $331.0M |
| Employees | 3 |
| Client Accounts | 746 |
Address
6676 N. LINCOLN AVE.
LINCOLNWOOD IL 60712
Phone
847-677-6378
Filing History
32 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$331M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$331M
| $331M |
| +23.2% |
| +14.3% |
| +10.0% |
| Total Accounts | 746 | +0.5% | +4.1% | +4.1% |
| Avg Account Size | $443,737.942 | +22.6% | +9.7% | +5.7% |
| Employees | 3 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $110M | +23.2% | +14.3% | +10.0% |
Client AUM Segments | |||||
| Wealth AUM | $331M | +23.2% | +14.3% | +10.0% | |
Client Count Segments | |||||
| HNW Clients | 122 | 16.4% | 6.7% | 3.3% | |
| Individuals | 65 | +20.4% | +7.0% | +6.3% | |