Gofen And Glossberg, LLC

Gofen And Glossberg, LLC (CRD# 107859) is a financial advisory firm headquartered in Chicago, IL. They manage $4,186,888,831 in 3,093 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,187
    MILLION
  • Total Number of Accounts
    3,093
    ACCOUNTS
  • Average Account Value
    $1,353,666
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, NC, NE, NH, NJ, NY, OH, OR, PA, TX, VA, VT, WA, WI

Financial Advisors at Gofen And Glossberg, LLC
Showing 1 - 10 of 12 top financial advisors.
1
James G. Borovsky
CRD#: 2595711
Chicago, IL 60611

James Borovsky (CRD# 2595711) is an Investment Advisor Representative working at Gofen And Glossberg, LLC in Chicago, IL and has over 24 years of experience in the finance industry.

2
Mary P. Burke
CRD#: 2015656
Chicago, IL 60611

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.

3
Scott J. Frazin
CRD#: 6675466
Chicago, IL 60611

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.

4
Joseph B. Glossberg
CRD#: 2515513
Chicago, IL 60611

Joseph Glossberg (CRD# 2515513) is an Investment Advisor Representative working at Gofen And Glossberg, LLC in Chicago, IL and has over 24 years of experience in the finance industry.

5
Charles S. Gofen
CRD#: 2573514
Chicago, IL 60611

Charles Gofen (CRD# 2573514) is an Investment Advisor Representative working at Gofen And Glossberg, LLC in Chicago, IL and has over 24 years of experience in the finance industry.

6
William H. Gofen
CRD#: 2650366
Chicago, IL 60611

William Gofen (CRD# 2650366) 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.

7
Mark R. Goodman
CRD#: 4359024
Chicago, IL 60611

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.

8
Peter B. Kupferberg
CRD#: 2573519
Chicago, IL 60611

Peter Kupferberg (CRD# 2573519) is an Investment Advisor Representative working at Gofen And Glossberg, LLC in Chicago, IL and has over 24 years of experience in the finance industry.

9
John W. Myers
CRD#: 1008112
Chicago, IL 60611

John Myers (CRD# 1008112) is an Investment Advisor Representative working at Gofen And Glossberg, LLC in Chicago, IL and has over 19 years of experience in the finance industry.

10
Daniel J. Sobol
CRD#: 2511470
Chicago, IL 60611

Daniel Sobol (CRD# 2511470) is an Investment Advisor Representative working at Gofen And Glossberg, LLC in Chicago, IL and has over 24 years of experience in the finance industry.

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