← Tributary

DREAM CAPITAL ADVISORS, LLC

LINCOLNSHIRE, IL · CRD 142788 · IAPD ↗ · 847-970-9090

$695.3MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2024 — DREAM CAPITAL ADVISORS, LLC crossed $500M in regulatory AUM ($491.4M -> $553.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.