A
CRD: 124207
Ameribanc Corporation
Hoffman Estates, IL
6302507092
$3.6M Total AUM
$3.6M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
38 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- American Funds
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-24-1987
- Office Locations
- 1
Office Locations
-- Hoffman Estate IL
About Ameribanc Corporation
Ameribanc Corporation is a Hoffman Estates-based RIA. The firm has been operating for 38 years. Managing $3.6M in total assets under management, with 1 advisory representatives. They custody assets with American Funds. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$3.6M AVG AUM / ADVISOR
$400.0K AVG AUM / CLIENT
27.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
38yrs Firm Age
Insights
Unlock to see real insight on peak value signal.
Upgrade to reveal position-level detail across prime beacon.
See the complete signal summary connected to glacier focus.
Upgrade to reveal position-level detail across pioneer element.
Full visibility includes strategy notes for horizon momentum.
Full visibility includes strategy notes for atlas vector insight.
Full visibility includes strategy notes for insight pioneer.
Unlock to see real insight on capital vertex.
Asset Classes
Foundation
Investment Themes
Value Delta bridge
Investment Vehicles
Quantum vector
Services
Fusion alpha Zenith Meridian delta Capital Capital glacier Vertex
Owner & Executives
C
CURTIS JAY BERGQUIST
President
- CRD
- #827858
- Ownership
- 75% or more
(853) 308-4703
pathway.summit@pathwaycapital.com
in linkedin.com/in/alpha-timber
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,600,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $3,600,000
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $7,534,465,532 | 100.0% |
| Total | $7,534,465,532 | 100.0% |