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Building 2OGILVIE SECURITY ADVISORS CORP

Map pinCHICAGO, IL
Phone312-335-5476
NotebookSEC #801-44573
Total AUM
$2.5M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 NORTH FRANKLIN STREET
SUITE 3150
CHICAGO
IL 60606
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
312-335-5476

ReceiptFinancials

Total AUM
$2.5M
Accounts
12
Discretionary
$595.8K
Accounts
2
Non-Discretionary
$1.9M
Accounts
10

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AZCACOFLGAILINLAMAMDMEMTNCNHOHOKORPASCTXVA

HandshakeAffiliates

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

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