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Building 2LAKE FOREST CAPITAL MANAGEMENT CO.

Map pinLAKE FOREST, IL
Phone847-295-7300
NotebookSEC #801-15746
Total AUM
$327.9M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 E. DEERPATH, STE 260
LAKE FOREST
IL 60045
USA
Operating Hours
8:30-5:00
Monday - Friday
Phone
847-295-7300

ReceiptFinancials

Total AUM
$327.9M
Accounts
244
Discretionary
$229.1M
Accounts
228
Non-Discretionary
$98.8M
Accounts
16

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILTXWI

HandshakeAffiliates

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

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