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Building 2SIKICH COZAD ASSET MANAGEMENT LLC

Map pinCHAMPAIGN, IL
Phone217-356-8363
NotebookSEC #801-55576
Total AUM
$51.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2501 GALEN DR
CHAMPAIGN
IL 61821
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
217-356-8363

ReceiptFinancials

Total AUM
$51.1M
Accounts
378
Discretionary
$44.6M
Accounts
360
Non-Discretionary
$6.5M
Accounts
18

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMN

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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