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Home > Retirement Planners > illinois > st charles > CHICAGO INVESTMENT ADVISORY COUNCIL, INC.
CHICAGO INVESTMENT ADVISORY COUNCIL, INC.
1601 E. Main Street
Suite 1c
St. Charles, Illinois 60174
Tel: 630-444-1410
About CHICAGO INVESTMENT ADVISORY COUNCIL, INC.
CHICAGO INVESTMENT ADVISORY COUNCIL, INC, formally registered with the SEC as CHICAGO INVESTMENT ADVISORY COUNCIL, INC. The firm was established in 04/26/2021. They have over 4 offices throughout the country.
CHICAGO INVESTMENT ADVISORY COUNCIL, INC. is a St. Charles, Illinois based Financial Planning firm with nearly $160,000,000 assets under management, offering retirement planning & investment advisory services to 1090 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 123243 |
| SEC# | 801-120969 |
| Assets Managed by Firm | $160,000,000 |
| No. of Clients | 1090 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1090 | $160,000,000 |
| Individuals (other than high net worth individuals) | 1050 | $70,000,000 |
| High net worth individuals | 40 | $80,000,000 |
| Pension and profit sharing plans | 6 | $10,000,000 |
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|---|---|---|---|
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