Outlook Capital Management, LLC

Outlook Capital Management, LLC (CRD# 132339) is a financial advisory firm headquartered in Arlington Heights, IL. They manage $96,578,531 in 88 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

125 S. Wilke Road Suite 200e, Arlington Heights, IL 60005

http://www.outlookcapitalmanagement.com/

By the Numbers

Total Assets Under Management

97

MILLION
Total Number of Accounts

88

ACCOUNTS
Average Account Value

$1,097,483

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

IL, NV

Financial Advisors at Outlook Capital Management, LLC

Showing 1 - 2 of 2 top financial advisors.

Theresa R. Kroll

CRD#: 6921968

1515 Plumas Street, Reno, NV 89509

Theresa Kroll (CRD# 6921968) is an Investment Advisor Representative working at Outlook Capital Management, LLC in Reno, NV and has over 6 years of experience in the finance industry.

David A. Raub

CRD#: 2339936

125 S. Wilke Road, Suite 200e, Arlington Heights, IL 60005

David Raub (CRD# 2339936) is an Investment Advisor Representative working at Outlook Capital Management, LLC in Arlington Heights, 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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