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Building 2FORT SHERIDAN ADVISORS LLC

Map pinHIGHLAND PARK, IL
Phone847-559-9700
NotebookSEC #801-70517
Total AUM
$1B
Employees
10
Clients
392

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 CENTRAL AVENUE
SUITE 365
HIGHLAND PARK
IL 60035
United States
Operating Hours
8:00 A.M. TO 6:00 P.M.
Monday - Friday
Phone
847-559-9700

ReceiptFinancials

Total AUM
$1B
Accounts
1,174
Discretionary
$1B
Accounts
1,123
Non-Discretionary
$10.7M
Accounts
51

ContactClients

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Individual Clients
218
AUM
$88.7M
HNW Individual Clients
171
AUM
$873.4M
Pension/Profit Sharing Plan Clients
1
AUM
$45.1M
Charitable Organization Clients
1
AUM
$6.9M
Corporation or Business Clients
1
AUM
$20.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILNYPATX

HandshakeAffiliates

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

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