Mesirow Advanced Strategies Inc.

Mesirow Advanced Strategies Inc. (CRD# 110754) is a financial advisory firm headquartered in Chicago, IL. They manage $20,665,984,777 in 46 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    20,666
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $449,260,539
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, NY

Financial Advisors at Mesirow Advanced Strategies Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Karl J. Frey
CRD#: 2656088
335 N. Clark, Chicago, IL 60654
96
Wealthminder
score

Karl Frey (CRD# 2656088) is an Investment Advisor Representative working at Mesirow Advanced Strategies Inc. in Chicago, IL and has over 21 years of experience in the finance industry.

2
Steven C. Swierczewski
CRD#: 3089595
353 N. Clark Street, Chicago, IL 60654
96
Wealthminder
score

Steven Swierczewski (CRD# 3089595) is an Investment Advisor Representative working at Mesirow Advanced Strategies Inc. in Chicago, IL and has over 16 years of experience in the finance industry.

3
Martin B. Kaplan
CRD#: 2616980
353 N. Clark, Chicago, IL 60654
93
Wealthminder
score

Martin Kaplan (CRD# 2616980) is an Investment Advisor Representative working at Mesirow Advanced Strategies Inc. in Chicago, IL and has over 18 years of experience in the finance industry.

4
Chad A. Schroeder
CRD#: 4118887
353 N. Clark Street, Chicago, IL 60654
93
Wealthminder
score

Chad Schroeder (CRD# 4118887) is an Investment Advisor Representative working at Mesirow Advanced Strategies Inc. in Chicago, IL and has over 15 years of experience in the finance industry.

5
Stephen C. Vogt
CRD#: 4397038
353 N. Clark Street, Chicago, IL 60654
93
Wealthminder
score

Stephen Vogt (CRD# 4397038) is an Investment Advisor Representative working at Mesirow Advanced Strategies Inc. in Chicago, IL and has over 11 years of experience in the finance industry.

6
Justin D. Holm
CRD#: 5924581
353 N. Clark Street, Chicago, IL 60654
90
Wealthminder
score

Justin Holm (CRD# 5924581) is an Investment Advisor Representative working at Mesirow Advanced Strategies Inc. in Chicago, IL and has over 4 years of experience in the finance industry.

7
Thomas Macina
CRD#: 4737422
353 N. Clark Street, Chicago, IL 60654
87
Wealthminder
score

Thomas Macina (CRD# 4737422) is an Investment Advisor Representative working at Mesirow Advanced Strategies Inc. in Chicago, IL and has 1 year of experience in the finance industry.

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