Brewer Investment Advisor, LLC is a large advisory firm based in Chicago. It manages $66 million of regulatory assets for 619 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 36 other states.
Brewer Investment Advisor provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brewer Investment Advisor, LLC is $66 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 advisory firm has several streams of revenue. Clients pay Brewer Investment Advisor, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Kennedy Whalen has been acting as President since 1 May 2008. Gery Joseph Sadzewicz joined the executive team most recently as the Director Of Compliance And Chief Compliance Officer.
The principal office where Brewer Investment Advisor, LLC performs its advisory services is located at 200 S. Michigan Ave., Chicago, IL 60604, which is also the mailing address of the firm. An additional office of the firm is in Onalaska, WI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-896-3930 or by fax 312-896-3920. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at brewerservices.com/investmentadvisors/investmentadvisors.htm.