Podesta & Company

Podesta & Company (CRD# 13140) is a financial advisory firm headquartered in Chicago, IL. They manage $15,351,759 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $568,584
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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

Financial Advisors at Podesta & Company
Showing 1 - 4 of 4 top financial advisors.
1
Brian F. Foley
CRD#: 210580
208 S. Lasalle Street, Suite 1460, Chicago, IL 60604
93
Wealthminder
score

Brian Foley (CRD# 210580) is an Investment Advisor Representative working at Podesta & Company in Chicago, IL and has over 26 years of experience in the finance industry.

2
Lawrence P. Morris
CRD#: 1493763
208 S. Lasalle Street, Suite 1460, Chicago, IL 60604
93
Wealthminder
score

Lawrence Morris (CRD# 1493763) is an Investment Advisor Representative working at Podesta & Company in Chicago, IL and has over 23 years of experience in the finance industry.

3
Thomas E. Shea
CRD#: 2299633
Chicago, IL
93
Wealthminder
score

Thomas Shea (CRD# 2299633) is an Investment Advisor Representative working at Podesta & Company in Chicago, IL and has over 21 years of experience in the finance industry.

4
Carol P. Foley
CRD#: 1297645
208 S. Lasalle Street, Suite 1460, Chicago, IL 60604
73
Wealthminder
score

Carol Foley (CRD# 1297645) is an Investment Advisor Representative working at Podesta & Company in Chicago, IL and has over 25 years of experience in the finance industry.

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