Overview
Assets Under Management: $255 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 370
Average Client Assets: $408,108
Frequently Asked Questions
KNOW YOUR OPTIONS 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 #153641), KNOW YOUR OPTIONS LLC is subject to fiduciary duty under federal law.
KNOW YOUR OPTIONS LLC is headquartered in CHICAGO, IL.
KNOW YOUR OPTIONS LLC serves 370 high-net-worth clients according to their SEC filing dated January 07, 2025. View client details ↓
According to their SEC Form ADV, KNOW YOUR OPTIONS LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
KNOW YOUR OPTIONS LLC manages $255 million in client assets according to their SEC filing dated January 07, 2025.
According to their SEC Form ADV, KNOW YOUR OPTIONS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 370
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.60
Average High-Net-Worth Client Assets: $408,108
Total Client Accounts: 805
Discretionary Accounts: 736
Non-Discretionary Accounts: 69
Regulatory Filings
CRD Number: 153641
Last Filing Date: 2025-01-07 00:00:00
Website: https://rcmfs.com