RIA Intelligence

ROUTMAN ASSET MANAGEMENT

CRD #285712 SEC #801-108857 SKOKIE, IL (847) 530-8715
SEC Registered
Total AUM
$3.3M
Discretionary
$3.3M
Employees
1
Clients
--
Accounts
4

Firm Details

Organization Type
Corporation
State of Formation
Illinois
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 15, 2018
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Routman, Aron, HarlandIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
Routman, Aron, HarlandIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
Routman, Aron, HarlandIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 15, 2018 REGISTERED

Notice Filings (3)

IL NJ NY

Address

8052 MONTICELLO AVE.
STE. 207
SKOKIE, IL 60076
United States
Phone: (847) 530-8715