Northfield, IL | Arlington Heights, IL | Virden, IL | |
|---|---|---|---|
| Assets under management | $129.2M | $136.9M | $122.5M |
| Asset growth, last 2 years | +275% | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 98 | 44 | 478 |
| Assets per client | $1.3M | $3.1M | $256K |
| Clients per advisor | 49 | 44 | 239 |
| Main custodian | Schwab | Schwab | – |
| Filing with the SEC since | 2012 or earlier | 2024 | 2024 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Mar 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.