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CHICAGO INVESTMENT ADVISORY COUNCIL, INC.
CRD 123243 · SEC 801-120969
1601 E. MAIN STREET, SUITE 1C, ST. CHARLES, IL, 60174, United States
Phone
630-444-1410
Fax
630-444-1441
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$230.0M
Discretionary AUM
$230.0M
Team
11 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1000 | $80.0M |
| High net worth individuals | 100 | $140.0M |
| Pension/profit sharing plans | 5 | $10.0M |
States served
IL, MI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD