Northbrook, IL | Lake Zurich, IL | Elm Grove, WI | |
|---|---|---|---|
| Assets under management | $185M | $196.1M | $194.3M |
| Asset growth, last 2 years | – | +31% | +70% |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 60 | 128 | 238 |
| Assets per client | $3.1M | $1.5M | $816K |
| Clients per advisor | 60 | 128 | 238 |
| Main custodian | Schwab | Fidelity | Schwab |
| Filing with the SEC since | 2024 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Oct 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.