Greater Chicago Investment Advisors Inc (Bannockburn)

Name: Greater Chicago Investment Advisors Inc
Address: 3000 Lakeside Drive, Ste 200 South, Bannockburn, IL, 60015
Telephone: 847-457-3088

Greater Chicago Investment Advisors Inc is a large advisory firm based in Bannockburn. It manages $150 million of regulatory assets for 175 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.

Greater Chicago Investment Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Greater Chicago Investment Advisors: assets under management

The assets under management (AUM) of Greater Chicago Investment Advisors Inc is $150 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $50 million in discretionary accounts and $100 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $400 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Greater Chicago Investment Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Greater Chicago Investment Advisors Inc

Alan Jay Levitz has been acting as President since 1 Jun 1985. Matthew Woodley Schlaepfer joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alan Jay Levitz	President	1 Jun 1985	25% - 50%	1288042
Richard Scott Levitz	Treasurer	1 Apr 1996	25% - 50%	2253373
David Lee Levitz	Vice-president	1 Apr 1996	25% - 50%	1305709
Robert Kenneth Janson	Investment specialist	1 Jan 1997	Other	1743875
Matthew Woodley Schlaepfer	Vice-president	1 May 1999	Other	1271417
Michael Russell Smith	Secretary	1 May 1999	Other	1041552

Based in Bannockburn

The principal office where Greater Chicago Investment Advisors Inc performs its advisory services is located at 3000 Lakeside Drive, Ste 200 South, Bannockburn, IL 60015, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-457-3088 or by fax 847-457-3100. The normal business hours are 8:00 am- 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.gcgonline.com.