Duff & Phelps Investment Management Company

Duff & Phelps Investment Management Company (CRD# 107296) is a financial advisory firm headquartered in Chicago, IL. They manage $9,238,370,272 in 62 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    9,238
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $149,005,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, CT, FL, IL, LA, MO, NC, NJ, NY, OH, PA, TX

Financial Advisors at Duff & Phelps Investment Management Company
Showing 1 - 10 of 12 top financial advisors.
1
Geoffrey P. Dybas
CRD#: 2696909
200 South Wacker Drive, Suite 500, Chicago, IL 60606
96
Wealthminder
score

Geoffrey Dybas (CRD# 2696909) is an Investment Advisor Representative working at Duff & Phelps Investment Management Company in Chicago, IL and has over 20 years of experience in the finance industry.

2
Eric J. Elvekrog
CRD#: 2665678
200 South Wacker Drive, Suite 500, Chicago, IL 60606
96
Wealthminder
score

Eric Elvekrog (CRD# 2665678) is an Investment Advisor Representative working at Duff & Phelps Investment Management Company in Chicago, IL and has over 20 years of experience in the finance industry.

3
Frank J. Haggerty
CRD#: 2450702
200 South Wacker Drive, Suite 500, Chicago, IL 60606
96
Wealthminder
score

Frank Haggerty (CRD# 2450702) is an Investment Advisor Representative working at Duff & Phelps Investment Management Company in Chicago, IL and has over 22 years of experience in the finance industry.

4
Connie M. Luecke
CRD#: 2642499
200 South Wacker Drive, Suite 500, Chicago, IL 60606
96
Wealthminder
score

Connie Luecke (CRD# 2642499) is an Investment Advisor Representative working at Duff & Phelps Investment Management Company in Chicago, IL and has over 21 years of experience in the finance industry.

5
Randle L. Smith
CRD#: 2675190
200 South Wacker Drive, Suite 500, Chicago, IL 60606
96
Wealthminder
score

Randle Smith (CRD# 2675190) is an Investment Advisor Representative working at Duff & Phelps Investment Management Company in Chicago, IL and has over 20 years of experience in the finance industry.

6
John L. Creswell
CRD#: 2943302
Weehawken, NJ
93
Wealthminder
score

John Creswell (CRD# 2943302) is an Investment Advisor Representative working at Duff & Phelps Investment Management Company in Weehawken, NJ and has over 17 years of experience in the finance industry.

7
Frank N. Donnelly
CRD#: 1258637
200 S Wacker Drive, Suite 500, Chicago, IL 60605
93
Wealthminder
score

Frank Donnelly (CRD# 1258637) is an Investment Advisor Representative working at Duff & Phelps Investment Management Company in Chicago, IL and has over 32 years of experience in the finance industry.

8
Julissa R. Majka
CRD#: 4169622
200 South Wacker Drive, Suite 500, Chicago, IL 60606
93
Wealthminder
score

Julissa Majka (CRD# 4169622) is an Investment Advisor Representative working at Duff & Phelps Investment Management Company in Chicago, IL and has over 15 years of experience in the finance industry.

9
Shalini N. Sharma
CRD#: 4315710
200 South Wacker Drive, Suite 500, Chicago, IL 60606
93
Wealthminder
score

Shalini Sharma (CRD# 4315710) is an Investment Advisor Representative working at Duff & Phelps Investment Management Company in Chicago, IL and has over 15 years of experience in the finance industry.

10
Kyle P. West
CRD#: 5713829
200 South Wacker Drive, Suite 500, Chicago, IL 60606
93
Wealthminder
score

Kyle West (CRD# 5713829) is an Investment Advisor Representative working at Duff & Phelps Investment Management Company in Chicago, IL and has over 6 years of experience in the finance industry.

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