Trac Asset Management LLC

Trac Asset Management LLC (CRD# 170662) is a financial advisory firm headquartered in Darien, IL. They manage $25,253,163 in 116 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $217,700
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
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.

FL, IL, TX, WI

Financial Advisors at Trac Asset Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Clayton C. Lawrie
CRD#: 3246472
Chicago, IL
93
Wealthminder
score

Clayton Lawrie (CRD# 3246472) is an Investment Advisor Representative working at Trac Asset Management LLC in Chicago, IL and has over 9 years of experience in the finance industry.

2
Ryan J. McCarty
CRD#: 5822217
905 E. Martin Luther King Drive, Tarpon Springs, FL 34689
93
Wealthminder
score

Ryan McCarty (CRD# 5822217) is an Investment Advisor Representative working at Trac Asset Management LLC in Tarpon Springs, FL and has over 6 years of experience in the finance industry.

3
James R. McMiller
CRD#: 1590381
Hartland, WI
63
Wealthminder
score

James McMiller (CRD# 1590381) is an Investment Advisor Representative working at Trac Asset Management LLC in Hartland, WI and has over 29 years of experience in the finance industry.

4
John D. Hansen
CRD#: 1133587
Winnetka, IL
21
Wealthminder
score

John Hansen (CRD# 1133587) is an Investment Advisor Representative working at Trac Asset Management LLC in Winnetka, IL and has over 33 years of experience in the finance industry.

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