Stern Investment Advisors, LLC

Stern Investment Advisors, LLC (CRD# 131551) is a financial advisory firm headquartered in Chicago, IL. They manage $12,000,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $1,500,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
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
  • Pension consulting services
  • 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

Financial Advisors at Stern Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel B. Stern
CRD#: 1769600
141 W. Jackson, Suite 2027, Chicago, IL 60604
73
Wealthminder
score

Daniel Stern (CRD# 1769600) is an Investment Advisor Representative working at Stern Investment Advisors, LLC in Chicago, IL and has over 28 years of experience in the finance industry.

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