Applied Capital

Applied Capital (CRD# 128996) is a financial advisory firm headquartered in Deerfield, IL. They manage $30,999,413 in 265 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    265
    ACCOUNTS
  • Average Account Value
    $116,979
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, GA, IL, OH

Financial Advisors at Applied Capital
Showing 1 - 1 of 1 top financial advisors.
1
Lenny Kisin
CRD#: 4725067
Corporate 500 Centre, 520 Lake Cook Rd. Suite 175, Deerfield, IL 60015
93
Wealthminder
score

Lenny Kisin (CRD# 4725067) is an Investment Advisor Representative working at Applied Capital in Deerfield, IL and has over 13 years of experience in the finance industry.

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