Cirrus Asset Management, LLC

Cirrus Asset Management, LLC (CRD# 131582) is a financial advisory firm headquartered in , . They manage $5,829,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $832,714
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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 Cirrus Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert C. Cody
CRD#: 4800906
Winnetka, IL
70
Wealthminder
score

Robert Cody (CRD# 4800906) is an Investment Advisor Representative working at Cirrus Asset Management, LLC in Winnetka, IL and has 1 year of experience in the finance industry.

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