Miramar Capital

Miramar Capital (CRD# 290909) is a financial advisory firm headquartered in Northbrook, IL. They manage $491,330,980 in 356 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
666 Dundee Road, Suite 502, Northbrook, IL 60062
https://www.linkedin.com/in/max-wasserman-3306a617
By the Numbers
  • Total Assets Under Management
    491
    MILLION
  • Total Number of Accounts
    356
    ACCOUNTS
  • Average Account Value
    $1,380,143
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, IN, TX

Financial Advisors at Miramar Capital
Showing 1 - 3 of 3 top financial advisors.
1
Robert Kalman, financial advisor Northbrook IL
Robert Kalman
CRD#: 1841415
666 Dundee Road, Suite 502, Northbrook, IL 60062

Robert Kalman (CRD# 1841415) is an Investment Advisor Representative working at Miramar Capital in Northbrook, IL and has over 35 years of experience in the finance industry.

2
Chryzant Kostiuk, financial advisor Northbrook IL
Chryzant D. Kostiuk
CRD#: 1445936
666 Dundee Road, Suite 502, Northbrook, IL 60062

Chryzant Kostiuk (CRD# 1445936) is an Investment Advisor Representative working at Miramar Capital in Northbrook, IL and has 1 year of experience in the finance industry.

3
Max Wasserman, financial advisor Northbrook IL
Max S. Wasserman
CRD#: 2206118
666 Dundee Road, Suite 502, Northbrook, IL 60062

Max Wasserman (CRD# 2206118) is an Investment Advisor Representative working at Miramar Capital in Northbrook, IL and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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