Assets Under Management
$4.3B
Number of Clients
248
Number of Advisors
16
Average Client AUM
$17.2M
AUM per Advisor
$266.9M
Compensation
Fixed/Hourly
The firm offers personalized financial counseling and non-discretionary investment advisory services to individuals, high-net-worth individuals, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. They may also provide ad-hoc or project-based consultations on an hourly basis.
227 West Monroe Street, Suite 1800, Chicago, IL, 60606