Podesta & Co. (Chicago)

Name: Podesta & Co.
Address: 208 South Lasalle Street, Chicago, IL, 60604
Telephone: 312-899-0133

Podesta & Co. is an internet adviser based in Chicago. It manages $10.5 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.

Podesta & provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Podesta &: assets under management

The assets under management (AUM) of Podesta & Co. is $10.5 million, all of which is managed in discretionary accounts. 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 $10.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $700 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Podesta & Co. for their services and products based on commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Podesta & Co.

Carol Podesta Foley has been acting as President since 1 May 1986. James Sturtevant Hinman joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Maude Elizabeth Glore	Stockholder	1 Oct 1981	Other	2231784
Carol Podesta Foley	President	1 May 1986	25% - 50%	1297645
Mary Ellen Burke	Secretary	1 Feb 1989	Other	2082527
Gary William Lees	Vice president	1 May 1989	Other	305641
Robert Anthony Podesta	Senior vice president	1 Nov 1990	Other	1976210
Robert Hixon Glore	Chairman of the board and treasurer	1 Mar 1999	Other	223184
Kathleen Podesta Mehigan	Senior vice president	1 Mar 1999	Other	2184870
Victor Iii Elting	Senior vice president	1 Mar 1999	Other	200713
James Sturtevant Hinman	Vice president	1 Nov 1999	Other	246523

Based in Chicago

The principal office where Podesta & Co. performs its advisory services is located at 208 South Lasalle Street, Chicago, IL 60604, 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 312-899-0133 or by fax 312-899-0910. The normal business hours are 8:30 to 4:00 on Monday - Friday. You can find more information about the New York firm at www.podestaco.com.