Matthew Schwerin (CRD# 1612397) is an Investment Advisor Representative working at North Star Investment Management Corporation in Glen Ellyn, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Caps Financial Group | Glen Ellyn, IL | Sep 2005 - Current | 18 |
| North Star Investment Management Corporation | Chicago, IL | Aug 2005 - Current | 18 |
| Hometown Financial Group | Flanagan, IL | Jan 2001 - Current | 23 |
| Flanagan State Bank | Flanagan, IL | Jan 1990 - Current | 34 |
- CA
- IL
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Total Assets Under Management2,087MILLIONS
-
Total Number of Accounts2,434ACCOUNTS
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Average Account Value$857,540
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, MA, MD, MI, NC, NJ, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, VT, WI
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