| Total AUM | $610.3M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $610.3M |
| Client Accounts | 805 |
| Avg Account Size | $758K |
| Employees | 6 |
| Peak AUM | $610.3MFeb 2026 |
| AUM CAGR |
Total AUM
$610M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $610M | +31.2% | +18.4% | +14.7% | |
| Non-Disc. AUM | $610M | ||||
| Total AUM | $610.3M |
| Discretionary | $0 |
| Employees | 6 |
| Client Accounts | 805 |
| Client Range | 101-250 |
Phone
847-834-9473
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$610M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +31.2% |
| +18.4% |
| +14.7% |
| Total Accounts | 805 | +15.5% | +6.8% | +8.5% |
| Avg Account Size | $758,078.639 | +13.6% | +10.8% | +5.7% |
| Employees | 6 | 0.0% | +6.1% | +3.7% |
| AUM / Employee | $102M | +31.2% | +11.6% | +10.6% |
Client AUM Segments | |||||
| Wealth AUM | $610M | +31.2% | +18.4% | +14.7% | |
Client Count Segments | |||||
| HNW Clients | 58 | 21.6% | +5.6% | +3.4% | |
| Individuals | 145 | +38.1% | +11.4% | +10.0% | |