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Building 2LODESTAR INVESTMENT COUNSEL, LLC

Map pinCHICAGO, IL
Phone312-630-9666
NotebookSEC #801-61709
Total AUM
$1.4B
Employees
11
Clients
694

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 S. WACKER DRIVE
SUITE 3050
CHICAGO
IL 60606
United States
Operating Hours
8:30 A.M. - 5:00 P.M
Monday - Friday
Phone
312-630-9666

ReceiptFinancials

Total AUM
$1.4B
Accounts
1,317
Discretionary
$1.4B
Accounts
1,317
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
137
AUM
$54.3M
HNW Individual Clients
524
AUM
$1.2B
Pension/Profit Sharing Plan Clients
13
AUM
$42.8M
Charitable Organization Clients
7
AUM
$78M
Corporation or Business Clients
13
AUM
$58.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILMAMINCNHNJNYOHORPATXVAWI

HandshakeAffiliates

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

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