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Building 2VESTOR CAPITAL, LLC

Map pinCHICAGO, IL
Phone312-641-2400
NotebookSEC #801-77335
Total AUM
$2.3B
Employees
27
Clients
1,288

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 S. RIVERSIDE PLAZA
SUITE 1400
CHICAGO
IL 60606-3840
United States
Operating Hours
8:30 TO 5:00
Monday - Friday
Phone
312-641-2400
Other Offices
2

ReceiptFinancials

Total AUM
$2.3B
Accounts
3,753
Discretionary
$2.3B
Accounts
3,752
Non-Discretionary
$1.3M
Accounts
1

ContactClients

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Individual Clients
605
AUM
$161.9M
HNW Individual Clients
592
AUM
$1.9B
Pension/Profit Sharing Plan Clients
62
AUM
$114.5M
Charitable Organization Clients
5
AUM
$5.9M
Corporation or Business Clients
24
AUM
$69.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGT SOLUTIONS

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILINKYLAMAMIMONJOHPASCTNTXVAWI

HandshakeAffiliates

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

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