Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
364218090
SEC advisor number
801-60264
FINRA CRD number
112702
AUM ?
$1.09 bn
(as of 9 Mar 20)
Accounts
296
(as of 9 Mar 20)
Employees
5
(3 investment advisory or research)
Address
Alley
585 BANK LANE
SUITE 2400
LAKE FOREST
IL 60045
585 BANK LANE
SUITE 2400
LAKE FOREST
IL 60045
Phone
847-482-0938
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22
13F-HR
Quarterly holdings report by institutional manager
4 Nov 21
13F-HR
Quarterly holdings report by institutional manager
30 Jul 21
13F-HR
Quarterly holdings report by institutional manager
11 May 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
16 Feb 21
13F-HR
Quarterly holdings report by institutional manager
5 Feb 21
13F-HR
Quarterly holdings report by institutional manager
12 Nov 20
13F-HR
Quarterly holdings report by institutional manager
31 Jul 20
13F-HR
Quarterly holdings report by institutional manager
1 May 20
13F-HR
Quarterly holdings report by institutional manager
10 Feb 20