DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

STRATEGIC ADVISORS OF ILLINOIS

AMM ACCOUNTING SERVICES INC, CRD 113906

NORTHBROOK, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e8b1f1fb-aceb-c810-cb2d-52d591b646ff

Data as of Jun 18, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 16, 2012 to Jun 18, 2012
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $35.0MItem 5.F on the latest filing (2012-06-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $35.0M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $35.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Accounts: 93
SEC number: 801-66577
CRD: 113906
Filings on the tape: 3
First filed: Mar 16, 2012
Latest filed: Jun 18, 2012
Organised: Corporation, Illinois

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MELISSA DEBORAH OSUCH	n/a	NORTHBROOK, IL	20	20	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MORGAN, ALAN, MILES	President	D	yes	04/1992	Mar 16, 2012	Jun 18, 2012
MORGAN, ELAYNE, RITA	VICE PRESIDENT/SECRETARY/TREASURER	D	yes	06/1997	Mar 16, 2012	Jun 18, 2012
OSUCH, MELISSA, DEBORAH	CHIEF COMPLIANCE OFFICER	Na	yes	02/2006	Mar 16, 2012	Jun 18, 2012

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 16, 2012	$35.0M	$35.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$35.0M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Controls (3)

← MORGAN, ALAN, MILESOwnerPRESIDENT, ownership code D, individual
Mar 16, 2012 to presentfactForm ADV
← MORGAN, ELAYNE, RITAOwnerVICE PRESIDENT/SECRETARY/TREASURER, ownership code D, individual
Mar 16, 2012 to presentfactForm ADV
← OSUCH, MELISSA, DEBORAHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 16, 2012 to presentfactForm ADV

Registered with (3)

← MELISSA DEBORAH OSUCHAdvisorregistration: previous registration
Feb 14, 2006 to Dec 31, 2023factForm ADV
← JAMES DONENBERGAdvisorregistration: previous registration
Jan 18, 2002 to Aug 26, 2011factForm ADV
← RONALD S. ZWEIGAdvisorregistration: previous registration
Jan 18, 2002 to Aug 26, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e8b1f1fb-aceb-c810-cb2d-52d591b646ff
First observed: Mar 16, 2012
Last observed: Jun 18, 2012 173 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STRATEGIC ADVISORS OF ILLINOIS

AMM ACCOUNTING SERVICES INC, CRD 113906

NORTHBROOK, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e8b1f1fb-aceb-c810-cb2d-52d591b646ff

Data as of Jun 18, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:37 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MELISSA DEBORAH OSUCH

n/a

NORTHBROOK, IL

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MORGAN, ALAN, MILES

President

yes

04/1992

Mar 16, 2012

Jun 18, 2012

MORGAN, ELAYNE, RITA

VICE PRESIDENT/SECRETARY/TREASURER

yes

06/1997

Mar 16, 2012

Jun 18, 2012

OSUCH, MELISSA, DEBORAH

CHIEF COMPLIANCE OFFICER

yes

02/2006

Mar 16, 2012

Jun 18, 2012

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 16, 2012

$35.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$35.0M

n/a