Trac Asset Management LLC

Trac Asset Management LLC (CRD# 170662) is a financial advisory firm headquartered in Oak Brook, IL. They manage $63,719,435 in 72 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
2021 Midwest Road, Suite 200, Oak Brook, IL 60523
http://www.tracfinancialservices.com/
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $884,992
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, IL, OH, TX, WI

Financial Advisors at Trac Asset Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Clayton Lawrie, financial advisor Oak Brook IL
Clayton C. Lawrie
CRD#: 3246472
2021 Midwest Road, Suite 200, Oak Brook, IL 60523

Clayton Lawrie (CRD# 3246472) is an Investment Advisor Representative working at Trac Asset Management LLC in Oak Brook, IL and has over 16 years of experience in the finance industry.

2
Matthew Moore, financial advisor Oak Brook IL
Matthew M. Moore
CRD#: 4016997
2021 Midwest, Suite 200, Oak Brook, IL 60523

Matthew Moore (CRD# 4016997) is an Investment Advisor Representative working at Trac Asset Management LLC in Oak Brook, IL and has over 24 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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