FORT SHERIDAN ADVISORS LLC

600 Central Avenue
Suite 365
Highland Park, Illinois 60035
Tel: 847-559-9700

About FORT SHERIDAN ADVISORS LLC

FORT SHERIDAN ADVISORS LLC, formally registered with the SEC as FORT SHERIDAN ADVISORS LLC. The firm was established in 09/09/2009. They have over 1 offices throughout the country.

FORT SHERIDAN ADVISORS LLC is a Highland Park, Illinois based Financial Planning firm with nearly $647,937,167 assets under management, offering retirement planning & investment advisory services to 230 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151139
SEC#	801-70517
Assets Managed by Firm	$647,937,167
No. of Clients	230
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees
Commission Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	230	$647,937,167
Individuals (other than high net worth individuals)	332	$36,416,780
High net worth individuals	346	$572,642,387
Pension and profit sharing plans	1	$38,718,000

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