Overview
Assets Under Management: $230 million
Headquarters: ST. CHARLES, IL
High-Net-Worth Clients: 100
Average Client Assets: $1.4 million
Frequently Asked Questions
CHICAGO INVESTMENT ADVISORY COUNCIL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123243), CHICAGO INVESTMENT ADVISORY COUNCIL, INC. is subject to fiduciary duty under federal law.
CHICAGO INVESTMENT ADVISORY COUNCIL, INC. is headquartered in ST. CHARLES, IL.
CHICAGO INVESTMENT ADVISORY COUNCIL, INC. serves 100 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, CHICAGO INVESTMENT ADVISORY COUNCIL, INC. offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
CHICAGO INVESTMENT ADVISORY COUNCIL, INC. manages $230 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, CHICAGO INVESTMENT ADVISORY COUNCIL, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.87%
Average Client Assets: $1.4 million
Total Client Accounts: 1,500
Discretionary Accounts: 1,500
Regulatory Filings
CRD Number: 123243
Filing ID: 2089314
Last Filing Date: 2026-03-31 14:16:06