Loves Park, IL | Des Plaines, IL | ||
|---|---|---|---|
| Assets under management | $333.1M | $350.5M | $315.8M |
| Asset growth, last 2 years | +31% | +36% | +36% |
| Advisory staff | 3 | 4 | 3 |
| Individual clients | 314 | 205 | 190 |
| Assets per client | $1.1M | $1.7M | $1.7M |
| Clients per advisor | 105 | 51 | 63 |
| Main custodian | – | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2018 | 2018 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 3 | 4 | 4 |
From each firm's latest Form ADV (Mar 2026, Jul 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.