Overview
Assets Under Management: $648 million
Headquarters: HIGHLAND PARK, IL
High-Net-Worth Clients: 466
Average Client Assets: $2 million
Frequently Asked Questions
FORT SHERIDAN ADVISORS LLC 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 #151139), FORT SHERIDAN ADVISORS LLC is subject to fiduciary duty under federal law.
FORT SHERIDAN ADVISORS LLC is headquartered in HIGHLAND PARK, IL.
FORT SHERIDAN ADVISORS LLC serves 466 high-net-worth clients according to their SEC filing dated January 06, 2025. View client details ↓
According to their SEC Form ADV, FORT SHERIDAN ADVISORS LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
FORT SHERIDAN ADVISORS LLC manages $648 million in client assets according to their SEC filing dated January 06, 2025.
According to their SEC Form ADV, FORT SHERIDAN ADVISORS LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 466
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.36
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 230
Discretionary Accounts: 230
Regulatory Filings
CRD Number: 151139
Last Filing Date: 2025-01-06 00:00:00
Website: https://fortllc.com