| Total AUM | $273.2M |
| Discretionary | $232.9M85% of AUM |
| Non-Discretionary | $40.3M |
| Client Accounts | 460 |
| Avg Account Size | $594K |
| Employees | 11 |
| Peak AUM | $273.2MJan 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $273M | +13.0% | +18.6% | +11.6% | |
| Discretionary AUM | |||||
| Total AUM | $273.2M |
| Discretionary | $232.9M |
| Employees | 11 |
| Client Accounts | 460 |
| Client Range | 11-25 |
Address
5202 OLD ORCHARD ROAD
SKOKIE IL 60077
Phone
312-264-4400
Filing History
45 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$233M
85.2% of AUM
Non-Discretionary
$40M
14.8% of AUM
Disc. mix ▲ 1.9pp vs 1 year ago
| +11.4% /yrover 11 yrs · 45 filings |
Total AUM
$273M
| $233M |
| +15.6% |
| +22.8% |
| +17.0% |
| Non-Disc. AUM | $40M | +0.1% | +1.9% | 4.8% |
| Total Accounts | 460 | +43.3% | +8.5% | +9.5% |
| Avg Account Size | $593,873.913 | 21.1% | +9.3% | +1.9% |
| Employees | 11 | 0.0% | 0.0% | 3.3% |
| AUM / Employee | $25M | +13.0% | +18.6% | +15.4% |
Client AUM Segments | |||||
| Wealth AUM | $261M | +12.5% | +19.0% | +10.6% | |
| Institutional AUM | $12M | +25.7% | +10.0% | — | |
Client Count Segments | |||||
| HNW Clients | 229 | +77.5% | +11.8% | +11.1% | |
| Individuals | 227 | +20.1% | +6.3% | +7.7% | |