Overview
Assets Under Management: $258 million
Headquarters: JOLIET, IL
High-Net-Worth Clients: 93
Average Client Assets: $2.3 million
Frequently Asked Questions
GANTZERT INVESTMENT CO., 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 #106623), GANTZERT INVESTMENT CO., LLC is subject to fiduciary duty under federal law.
GANTZERT INVESTMENT CO., LLC is headquartered in JOLIET, IL.
GANTZERT INVESTMENT CO., LLC serves 93 high-net-worth clients according to their SEC filing dated July 19, 2018. View client details ↓
According to their SEC Form ADV, GANTZERT INVESTMENT CO., LLC offers portfolio management for individuals. View all service details ↓
GANTZERT INVESTMENT CO., LLC manages $258 million in client assets according to their SEC filing dated July 19, 2018.
According to their SEC Form ADV, GANTZERT INVESTMENT CO., LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 93
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.72%
Average Client Assets: $2.3 million
Total Client Accounts: 219
Discretionary Accounts: 219
Regulatory Filings
CRD Number: 106623
Filing ID: 1230341
Last Filing Date: 2018-07-19 12:25:00