Get In Touch
Tell us a little about what you're looking for and an advisor will reach out — typically within one business day.
140 Ledger Row, Suite 900
Chicago, IL 60603
Mon–Fri, 8:00am–6:00pm CT
Advisor callbacks within 1 business day
Before You Reach Out
Self-directed brokerage and the Starter advisory tier have no account minimum. Private Client and Family Office begin at $250,000 and $2,000,000.
Once identity verification and funding are complete, most new accounts are trading or invested within two to three business days.
Bring an existing brokerage or IRA account over via ACATS transfer — our operations team manages the paperwork for you.