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Building 2SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY

Map pinNORTHBROOK, IL
Phone847-205-9073
NotebookSEC #801-113426
Total AUM
$12B
Employees
16
Clients
882

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
707 SKOKIE BLVD
SUITE 400
NORTHBROOK
IL 60062
United States
Operating Hours
830AM - 5PM
Monday - Friday
Phone
847-205-9073
Other Offices
4

ReceiptFinancials

Total AUM
$12B
Accounts
882
Discretionary
$821.6M
Accounts
681
Non-Discretionary
$11.2B
Accounts
201

ContactClients

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Individual Clients
616
AUM
$52.8M
HNW Individual Clients
19
AUM
$72.4M
Pension/Profit Sharing Plan Clients
247
AUM
$11.9B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALAZCACOFLGAIAILINMAMEMIMNNENJNMNYOHORPATNTXUTWAWI

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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