Certitude Advisors, LLC is an adviser based in Northfield. It manages $87.03 million of regulatory assets for 273 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of California.
Certitude Advisors provides portfolio management for individuals and small businesses and pension consulting 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.
The assets under management (AUM) of Certitude Advisors, LLC is $87.03 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Certitude Advisors, LLC 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.
The principal office where Certitude Advisors, LLC performs its advisory services is located at Two Northfield Plaza, Northfield, IL 60093, 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 847-441-2970 or by fax 847-433-3595. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at certitudeadvisors.com.