Studio Investment Management

Studio Investment Management (CRD# 158489) is a financial advisory firm headquartered in Chicago, IL. They manage $81,407,868 in 143 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $569,286
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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.

CA, IL

Financial Advisors at Studio Investment Management
Showing 1 - 2 of 2 top financial advisors.
1
Neha Prabhu
CRD#: 6470936
2000 N. Racine Ave., Suite 2160, Chicago, IL 60614
103
Wealthminder
score

Neha Prabhu is an Research Analyst, Financial Planner, and Principal at Studio Investment Management in Chicago, IL and has nearly 10 years of experience in the investment management industry. Neha Prabhu has taken additional exams to become a Certified Financial Planner (CFP®), and Chartered Financial Analyst (CFA).

 

CFP(R) professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals.

 

Passing the three CFA exams is a difficult feat that requires extensive study. Earning the CFA charter demonstrates mastery of many of the advanced skills needed for investment analysis and decision-making in today’s quickly evolving global financial industry. 

 

The CFA Program curriculum provides a comprehensive framework of knowledge for investment decision-making and is firmly grounded in the knowledge and skills used every day in the investment profession. The three levels of the CFA Program test proficiency with a wide range of fundamental and advanced investment topics, including ethical and professional standards, fixed-income and equity analysis, alternative and derivative investments, economics, financial reporting standards, portfolio management, and wealth planning. 

 

2
Michael C. Wolcott
CRD#: 3003484
2000 N. Racine Ave., Suite 2160, Chicago, IL 60614
90
Wealthminder
score

Michael Wolcott (CRD# 3003484) is an Investment Advisor Representative working at Studio Investment Management in Chicago, IL and has 1 year of experience in the finance industry.

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