RIA Intelligence

SIKICH COZAD ASSET MANAGEMENT LLC

CRD #107801 SEC #801-55576 CHAMPAIGN, IL 217-356-8363
SEC Registered
Total AUM
$59.8M
Discretionary
$54.3M
Employees
5
Clients
25
Accounts
273

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 23, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BURNS, JOEL, DENNISI1% OWNERNA
KIDDOO, RONALD, LANEIMANAGERNA Control
KIDDOO, RONALD, LANEIMANAGERNA Control
KIDDOO, RONALD, LANEIMANAGERNA Control
KIDDOO, RONALD, LANEIMANAGERNA Control
SMITH, LEE, FRANCISICHIEF COMPLIANCE OFFICER, DIRECTOR OF TRADINGNA Control
SMITH, LEE, FRANCISICHIEF COMPLIANCE OFFICER, DIRECTOR OF TRADINGNA Control
SMITH, LEE, FRANCISICHIEF COMPLIANCE OFFICER, DIRECTOR OF TRADINGNA Control
COZAD ASSET MANAGEMENT INCDE50% MEMBERD Control
COZAD ASSET MANAGEMENT INCDE50.49% MEMBERD Control
SIKICH GROUP, LLCDE50% MEMBERD Control
COZAD ASSET MANAGEMENT INCDE51% MEMBERC Control
COZAD ASSET MANAGEMENT INCDE48.45% MEMBERC Control
SIKICH GROUP, LLCDE49% MEMBERC Control
SIKICH GROUP, LLCDE46.55% MEMBERC Control
SIKICH GROUP, LLCDE48.51% MEMBERC Control
BURNS, JOEL, DENNISI5% OWNERA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
SIKICH, JAMES, A.ISIKICH GROUP LLCF Control
SIKICH, JAMES, A.ISIKICH GROUP LLCF Control
SIKICH, JAMES, A.ISIKICH GROUP LLCF Control
SIKICH, JAMES, A.ISIKICH GROUP LLCF Control
SHAPLAND, GEORGE, TICOZAD ASSET MANAGEMENT, INC.C Control
SHAPLAND, GEORGE, TICOZAD ASSET MANAGEMENT, INC.C Control
SHAPLAND, GEORGE, TICOZAD ASSET MANAGEMENT, INC.C Control
SHAPLAND, GEORGE, TICOZAD ASSET MANAGEMENT, INC.C Control

Registrations

Federal

IA
Feb 23, 2007 REGISTERED

Notice Filings (2)

IL MN

Address

2501 GALEN DR
CHAMPAIGN, IL 61821
USA
Phone: 217-356-8363