Overview
Assets Under Management: $634 million
Headquarters: LAKE BLUFF, IL
High-Net-Worth Clients: 133
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 133
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.69
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 390
Discretionary Accounts: 356
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 108525
Last Filing Date: 2025-02-10 00:00:00
Website: https://sbcglobal.net