Overview
Assets Under Management: $249 million
Headquarters: OAK BROOK, IL
High-Net-Worth Clients: 12
Average Client Assets: $12.0 million
Frequently Asked Questions
INLAND INVESTMENT 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 #109933), INLAND INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
INLAND INVESTMENT ADVISORS, LLC is headquartered in OAK BROOK, IL.
INLAND INVESTMENT ADVISORS, LLC serves 12 high-net-worth clients according to their SEC filing dated December 11, 2023. View client details ↓
According to their SEC Form ADV, INLAND INVESTMENT ADVISORS, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
INLAND INVESTMENT ADVISORS, LLC manages $249 million in client assets according to their SEC filing dated December 11, 2023.
According to their SEC Form ADV, INLAND INVESTMENT ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.75%
Average Client Assets: $12.0 million
Total Client Accounts: 31
Discretionary Accounts: 26
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 109933
Filing ID: 1805558
Last Filing Date: 2023-12-11 17:29:00