Gofen And Glossberg, LLC

Gofen And Glossberg, LLC (CRD# 107859) is a financial advisory firm headquartered in Chicago, IL. They manage $3,766,389,629 in 3,009 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,766
    MILLION
  • Total Number of Accounts
    3,009
    ACCOUNTS
  • Average Account Value
    $1,251,708
Compensation Options
  • A percentage of assets under your management
  • 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
  • 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.

AZ, CA, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, MI, MN, MO, NE, NH, NJ, NY, OH, PA, TX, VA, VT, WA, WI

Financial Advisors at Gofen And Glossberg, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Michael A. Gawlik
CRD#: 4359114
455 Cityfront Plaza, Suite 3000, Chicago, IL 60611
101
Wealthminder
score

Michael Gawlik (CRD# 4359114) is an Investment Advisor Representative working at Gofen And Glossberg, LLC in Chicago, IL and has 28 years of experience in the finance industry.

2
Joseph B. Glossberg
CRD#: 2515513
455 Cityfront Plaza, Suite 3000, Chicago, IL 60611
96
Wealthminder
score

Joseph Glossberg (CRD# 2515513) is an Investment Advisor Representative working at Gofen And Glossberg, LLC in Chicago, IL and has over 23 years of experience in the finance industry.

3
Charles S. Gofen
CRD#: 2573514
455 Cityfront Plaza, Suite 3000, Chicago, IL 60611
96
Wealthminder
score

Charles Gofen (CRD# 2573514) is an Investment Advisor Representative working at Gofen And Glossberg, LLC in Chicago, IL and has over 22 years of experience in the finance industry.

4
Michael J. Stelmacki
CRD#: 2795002
455 Cityfront Plaza, Suite 3000, Chicago, IL 60611
96
Wealthminder
score

Michael Stelmacki (CRD# 2795002) is an Investment Advisor Representative working at Gofen And Glossberg, LLC in Chicago, IL and has over 21 years of experience in the finance industry.

5
James G. Borovsky
CRD#: 2595711
455 Cityfront Plaza, Suite 3000, Chicago, IL 60611
93
Wealthminder
score

James Borovsky (CRD# 2595711) is an Investment Advisor Representative working at Gofen And Glossberg, LLC in Chicago, IL and has over 22 years of experience in the finance industry.

6
William H. Gofen
CRD#: 2650366
455 Cityfront Plaza, Suite 3000, Chicago, IL 60611
93
Wealthminder
score

William Gofen (CRD# 2650366) is an Investment Advisor Representative working at Gofen And Glossberg, LLC in Chicago, IL and has over 22 years of experience in the finance industry.

7
Daniel J. Sobol
CRD#: 2511470
455 Cityfront Plaza, Suite 3000, Chicago, IL 60611
93
Wealthminder
score

Daniel Sobol (CRD# 2511470) is an Investment Advisor Representative working at Gofen And Glossberg, LLC in Chicago, IL and has over 23 years of experience in the finance industry.

8
Mary P. Burke
CRD#: 2015656
455 Cityfront Plaza, Suite 3000, Chicago, IL 60611
90
Wealthminder
score

Mary Burke (CRD# 2015656) is an Investment Advisor Representative working at Gofen And Glossberg, LLC in Chicago, IL and has 1 year of experience in the finance industry.

9
Scott J. Frazin
CRD#: 6675466
455 Cityfront Plaza, Suite 3000, Chicago, IL 60611
90
Wealthminder
score

Scott Frazin (CRD# 6675466) is an Investment Advisor Representative working at Gofen And Glossberg, LLC in Chicago, IL and has 1 year of experience in the finance industry.

10
Mark R. Goodman
CRD#: 4359024
455 Cityfront Plaza, Suite 3000, Chicago, IL 60611
90
Wealthminder
score

Mark Goodman (CRD# 4359024) is an Investment Advisor Representative working at Gofen And Glossberg, LLC in Chicago, IL and has 1 year of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.