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Building 2FREDERICK CAPITAL MANAGEMENT

Map pin
Phone847-358-5177
NotebookSEC #801-121253
Total AUM
$117.3M
Employees
1
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
847-358-5177

ReceiptFinancials

Total AUM
$117.3M
Accounts
248
Discretionary
$117.3M
Accounts
248
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
34
AUM
$13.5M
HNW Individual Clients
21
AUM
$103.4M
Charitable Organization Clients
1
AUM
$347.6K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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