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STUDIO INVESTMENT MANAGEMENT
1901 N. Clybourn Ave.
Suite 404
Chicago, Illinois 60614
Tel: 312-399-0828
About STUDIO INVESTMENT MANAGEMENT
STUDIO INVESTMENT MANAGEMENT, formally registered with the SEC as STUDIO INVESTMENT MANAGEMENT. The firm was established in 06/21/2021. They have over 4 offices throughout the country.
STUDIO INVESTMENT MANAGEMENT is a Chicago, Illinois based Financial Planning firm with nearly $715,766,995 assets under management, offering retirement planning & investment advisory services to 788 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158489 |
| SEC# | 801-121558 |
| Assets Managed by Firm | $715,766,995 |
| No. of Clients | 788 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- 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 | 788 | $715,766,995 |
| Individuals (other than high net worth individuals) | 142 | $54,922,554 |
| High net worth individuals | 149 | $505,540,070 |
| Pension and profit sharing plans | 1 | $4,174,372 |
| Charitable organizations | 2 | $986,532 |
| Corporations or other businesses | 1 | $1,862,185 |
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