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Building 2BRENTVIEW INVESTMENT MANAGEMENT, LLC

Map pinNORTHFIELD, IL
Phone312-283-4450
NotebookSEC #801-118493
Total AUM
$233.4M
Employees
6
Clients
241

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE NORTHFIELD PLAZA
SUITE 522
NORTHFIELD
IL 60093
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
312-283-4450
Other Offices
1

ReceiptFinancials

Total AUM
$233.4M
Accounts
256
Discretionary
$233.4M
Accounts
256
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
169
AUM
$104.9M
Investment Company Clients
1
AUM
$2.6M
Pension/Profit Sharing Plan Clients
5
AUM
$11.1M
Charitable Organization Clients
8
AUM
$15.8M
Insurance Company Clients
1
AUM
$294.1K
Corporation or Business Clients
1
AUM
$9.9M
Other Clients
56
AUM
$88.8M
Description of Other Clients
TRUSTS

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMAMNNYOHTNTXWA

HandshakeAffiliates

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

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