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Building 2GOFEN AND GLOSSBERG, L.L.C.

Map pinCHICAGO, IL
Phone312-828-1100
NotebookSEC #801-54610
Total AUM
$6.5B
Employees
37
Clients
3,572

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
455 N. CITYFRONT PLAZA DR., SUITE 3200
CHICAGO
IL 60611-5345
United States
Operating Hours
8:30 AM TO 5:00 PM CENTRAL TIME
Monday - Friday
Phone
312-828-1100

ReceiptFinancials

Total AUM
$6.5B
Accounts
3,573
Discretionary
$6.2B
Accounts
3,488
Non-Discretionary
$320.3M
Accounts
85

ContactClients

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Individual Clients
2,121
AUM
$648.1M
HNW Individual Clients
1,252
AUM
$4.9B
Pension/Profit Sharing Plan Clients
44
AUM
$113.3M
Charitable Organization Clients
83
AUM
$376.8M
Government Entity Clients
1
AUM
$1.8M
Insurance Company Clients
1
AUM
$54.2M
Corporation or Business Clients
70
AUM
$397.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT ADVICE THROUGH CONSULTATIONS.
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTDCDEFLGAILINKYLAMAMDMIMONCNENHNJNYOHORPATNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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