FIRST ANALYSIS CAPITAL MANAGEMENT LLC

One South Wacker - 39th Floor
Chicago, Illinois 60606
Tel: 312-258-1400

About FIRST ANALYSIS CAPITAL MANAGEMENT LLC

FIRST ANALYSIS CAPITAL MANAGEMENT LLC, formally registered with the SEC as FIRST ANALYSIS CAPITAL MANAGEMENT LLC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.

FIRST ANALYSIS CAPITAL MANAGEMENT LLC is a Chicago, Illinois based Financial Planning firm with nearly $199,476,398 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161373
SEC#	801-74366
Assets Managed by Firm	$199,476,398
No. of Clients	12
No. of Advisors	25

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	12	$199,476,398

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