Continental Assurance Company (Chicago)

Continental Assurance Company provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Continental Assurance Company: assets under management

The assets under management (AUM) of Continental Assurance Company is $22.58 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -80% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $22.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $22.58 million each.

Continental Assurance Company has custody of $22.58 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Continental Assurance Company for their services and products based on a percentage of assets under management. 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 3 indirect owners.

Based in Chicago

The principal office where Continental Assurance Company performs its advisory services is located at 333 S. Wabash Ave., 23 Rd Fl, Chicago, IL 60604, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 312-822-4921 or by fax 312-822-4175. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.

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