RIA Intelligence

CALHOUN ASSET MANAGEMENT, LLC

CRD #145106 SEC #801-68342 CHICAGO, IL 773-867-8674
SEC Registered
Total AUM
$79.8M
Discretionary
$79.8M
Employees
10
Clients
--
Accounts
3

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 18, 2009
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WARD, KRISTA, LYNNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
WARD, KRISTA, LYNNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
WARD, KRISTA, LYNNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
WARD, KRISTA, LYNNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
WARD, KRISTA, LYNNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Feb 18, 2009 REGISTERED

Notice Filings (1)

IL

Address

8770 WEST BRYN MAWR AVENUE
SUITE 1300
CHICAGO, IL 60631
United States
Phone: 773-867-8674