Mitchell Despinich, financial advisor Oakbrook Terrace IL

Mitchell Despinich

CRD Number: 4279817
Current Firm: Private Client Services, LLC

Mitchell Despinich (CRD# 4279817) is an Investment Advisor Representative working at Private Client Services, LLC in Oakbrook Terrace, IL and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Private Client Services LLC Louisville, KY Jul 2010 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S65 NASAA Investment Advisors Law Examination Mar 2002
Contact Info for Mitchell Despinich
Phone Number: 502-451-0600
Firm Website: http://www.kfg.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    314
    MILLIONS
  • Total Number of Accounts
    1,087
    ACCOUNTS
  • Average Account Value
    $288,692
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

ND

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