Michelotti, Carmen Peter (Chicago)

Michelotti, Carmen Peter is an adviser based in Chicago. It manages $10 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005.

Michelotti, Carmen Peter provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Michelotti, Carmen Peter: assets under management

The assets under management (AUM) of Michelotti, Carmen Peter is $10 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $10 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Michelotti, Carmen Peter 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.

Based in Chicago

The principal office where Michelotti, Carmen Peter performs its advisory services is located at 1255 North Sandburg Terrace,, Chicago, IL 60610 8287, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-337-3101. The normal business hours are 8 am to 4 pm (cst) on Monday - Friday.

Michelotti, Carmen Peter (Chicago)

Michelotti, Carmen Peter: assets under management

Fees & Commissions

Based in Chicago

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