Overview
Assets Under Management: $45.2 billion
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 99
Average Client Assets: $95 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.72
Average High-Net-Worth Client Assets: $95 million
Total Client Accounts: 13,396
Discretionary Accounts: 12,256
Non-Discretionary Accounts: 1,140
Regulatory Filings
CRD Number: 111135
Filing ID: 1958466
Last Filing Date: 2025-03-31 18:26:00
Website: https://mesirow.com