A
$1.9M Total AUM
$1.9M Disc. AUM
-- 3Y CAGR
2 Employees
9 ADV. Clients
30 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-24-1996
- Office Locations
- 1
Office Locations
ONE Northfield Plaza Suite 300 Northfield IL
About Ardor Investment Management Consulting
Ardor Investment Management Consulting is a Northfield-based RIA. The firm has been operating for 30 years. Managing $1.9M in total assets under management, with 2 advisory representatives.
Team overview
-- AVG AGE
$962.5K AVG AUM / ADVISOR
$213.9K AVG AUM / CLIENT
28 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
30yrs Firm Age
Insights
Available
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No keyword tags available.
Owner & Executives
M
MICHELE LYN SCHAFF
President, Principal
- CRD
- #2695097
- Ownership
- 50% but less than 75%
Available
Available
Available
J
JEFFERY EDWARD SCHAFF
Principal, VICE PRESIDENT
- CRD
- #1680051
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,925,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,925,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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