@financial Investments

@financial Investments (CRD# 167037) is a financial advisory firm headquartered in Chicago, IL. They manage $35,365,612 in 582 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    582
    ACCOUNTS
  • Average Account Value
    $60,766
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
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.

IL

Financial Advisors at @financial Investments
Showing 1 - 3 of 3 top financial advisors.
1
Tad E. Cook
CRD#: 5924944
1901 N Clybourn Ave., Suite 302, Chicago, IL 60614
93
Wealthminder
score

Tad Cook (CRD# 5924944) is an Investment Advisor Representative working at @financial Investments in Chicago, IL and has over 6 years of experience in the finance industry.

2
Samuel A. McElroy
CRD#: 6166318
1901 N Clybourn Ave., Suite 302, Chicago, IL 60614
93
Wealthminder
score

Samuel McElroy (CRD# 6166318) is an Investment Advisor Representative working at @financial Investments in Chicago, IL and has over 5 years of experience in the finance industry.

3
Lissa Brendel
CRD#: 6468656
618 W Fulton St., Chicago, IL 60661
90
Wealthminder
score

Lissa Brendel (CRD# 6468656) is an Investment Advisor Representative working at @financial Investments in Chicago, IL and has over 3 years of experience in the finance industry.

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