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
By the Numbers
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Total Assets Under Management64MILLION
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Total Number of Accounts72ACCOUNTS
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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
Registered Investment Advisor
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
1
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 (CRD# 4016997) is an Investment Advisor Representative working at Trac Asset Management LLC in The Woodlands, TX and has over 24 years of experience in the finance industry.
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