GERCHEN CAPITAL PARTNERS

150 N Riverside Plaza
Suite 4170
Chicago, Illinois 60606
Tel: 312-803-0533

About GERCHEN CAPITAL PARTNERS

GERCHEN CAPITAL PARTNERS, formally registered with the SEC as GERCHEN CAPITAL PARTNERS. The firm was established in 10/25/2021. They have over 1 offices throughout the country.

GERCHEN CAPITAL PARTNERS is a Chicago, Illinois based Financial Planning firm with nearly $1,091,009,494 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316524
SEC#	801-122517
Assets Managed by Firm	$1,091,009,494
No. of Clients	10
No. of Advisors	14

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	10	$1,091,009,494

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