Fee-OnlyFinder

Advisers in Winnetka, IL

6 advisers in Winnetka — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Eastgate Capital Advisors LLC560 Green Bay Road, Suite 200 · Winnetka, IL 60093 · (312) 690-4900 · Financial planningCRD 220511 · % of assets, Fixed fees · $271.5 million AUMSEC registeredNo commissions reportedHartline Investment Corporation460 Winnetka Avenue, Suite 5 · Winnetka, IL 60093 · (312) 726-5703 · % of assets managedCRD 106923 · % of assets · $935.5 million AUMSEC registeredNo commissions reportedKevin Hebson & Company1001 Green Bay Road, #229 · Winnetka, IL 60093 · (424) 252-1226 · Financial planningCRD 284899 · % of assets, Hourly charges · $21.7 million AUMState registeredNo commissions reportedPilot Asset Management LLC560 Green Bay Road, Suite 200 · Winnetka, IL 60093 · (847) 386-6782 · % of assets managedCRD 148146 · % of assets · $83.1 million AUMState registeredNo commissions reportedRail-Splitter Capital Management LLC588 Lincoln Avenue, Suite 200 · Winnetka, IL 60093 · (773) 294-6099 · % of assets managedCRD 338394 · % of assets · $484.1 million AUMSEC registeredNo commissions reportedVan Ake Capital LLC841 Spruce Street, Suite 202 · Winnetka, IL 60093 · (847) 881-6034 · % of assets managedCRD 289098 · % of assets · $23.4 million AUMState registeredNo commissions reported
Talking to advisers in Winnetka? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.