RIA Intelligence

SUCCESSFUL FINANCIAL SOLUTIONS INC

CRD #108532 SEC #801-56527 NORTHBROOK, IL 847-480-1490
SEC Registered
Total AUM
$30.3M
Discretionary
$30.3M
Employees
10
Clients
51
Accounts
42

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 1, 2002
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BLUM, SIDNEY, ARNOLDIPRESIDENT AND SHAREHOLDERC Control
BLUM, SIDNEY, ARNOLDIPRESIDENT AND SHAREHOLDERC Control
BLUM, SIDNEY, ARNOLDIPRESIDENT AND SHAREHOLDERC Control
CHIOZZI, RICHARD, EMILIOISHAREHOLDERC Control
CHIOZZI, RICHARD, EMILIOISHAREHOLDERC Control
CHIOZZI, RICHARD, EMILIOISHAREHOLDERC Control
DOLAND, PATRICKIVICE PRESIDENT AND SHAREHOLDERA
DOLAND, PATRICKIVICE PRESIDENT AND SHAREHOLDERA Control
DOLAND, PATRICKIVICE PRESIDENT AND SHAREHOLDERA Control

Registrations

Federal

IA
Apr 1, 2002 REGISTERED

Notice Filings (2)

IL NV

Address

3100 DUNDEE ROAD
SUITE 402
NORTHBROOK, IL 60062
USA
Phone: 847-480-1490