Overview
Assets Under Management: $291 million
Headquarters: ORLAND PARK, IL
High-Net-Worth Clients: 79
Average Client Assets: $3 million
Frequently Asked Questions
INVESTMENT CENTER, 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 #123091), INVESTMENT CENTER, INC. is subject to fiduciary duty under federal law.
INVESTMENT CENTER, INC. is headquartered in ORLAND PARK, IL.
INVESTMENT CENTER, INC. serves 79 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, INVESTMENT CENTER, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
INVESTMENT CENTER, INC. manages $291 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, INVESTMENT CENTER, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.15
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 919
Discretionary Accounts: 862
Non-Discretionary Accounts: 57
Regulatory Filings
CRD Number: 123091
Last Filing Date: 2024-03-27 00:00:00
Website: https://ofmwealth.com