Gleeson, Sklar, Sawyers & Cumpata Financial Services L.L.C. (Elgin)

Gleeson, Sklar, Sawyers & Cumpata Financial Services L.L.C 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 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gleeson, Sklar, Sawyers & Cumpata Financial Services L.L.C: assets under management

The assets under management (AUM) of Gleeson, Sklar, Sawyers & Cumpata Financial Services L.L.C. is $61.09 million. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $57.84 million in discretionary accounts and $3.25 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $307.65 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $104.87 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gleeson, Sklar, Sawyers & Cumpata Financial Services L.L.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in Elgin

The principal office where Gleeson, Sklar, Sawyers & Cumpata Financial Services L.L.C. performs its advisory services is located at 2400 Big Timber Road, Elgin, IL 60123, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-697-6161 or by fax 847-717-5303. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.

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