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Home > Retirement Planners > illinois > chicago > MENTOR CAPITAL MANAGEMENT INC.
MENTOR CAPITAL MANAGEMENT INC.
823 W. Superior St.
Unit C
Chicago, Illinois 60642
Tel: 312-526-3838
About MENTOR CAPITAL MANAGEMENT INC.
MENTOR CAPITAL MANAGEMENT INC, formally registered with the SEC as MENTOR CAPITAL MANAGEMENT INC. The firm was established in 04/03/2020. They have over 1 offices throughout the country.
MENTOR CAPITAL MANAGEMENT INC. is a Chicago, Illinois based Financial Planning firm with nearly $178,224,150 assets under management, offering retirement planning & investment advisory services to 1091 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 123176 |
| SEC# | 801-118368 |
| Assets Managed by Firm | $178,224,150 |
| No. of Clients | 1091 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1091 | $178,224,150 |
| Individuals (other than high net worth individuals) | 212 | $139,643,538 |
| High net worth individuals | 5 | $38,047,883 |
| Corporations or other businesses | Fewer than 5 clients | $532,729 |
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