Aaron Shafter, financial advisor Lincolnwood IL

Aaron Shafter

CRD Number: 1910829
Current Firm: Great Mountain Capital Management LLC

Aaron Shafter (CRD# 1910829) is an Investment Advisor Representative working at Great Mountain Capital Management LLC in Lincolnwood, IL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Great Mountain Capital Management LLC Lincolnwood, IL Dec 2004 - Current 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2005
Contact Info for Aaron D. Shafter
Phone Number: 847-227-8809
Registered State(s):
  • IL
Current Firm Details
Great Mountain Capital Management LLC
Firm's CRD Number: 133909
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $270,903
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

IL

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