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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-27-2007
- Office Locations
- 4
Office Locations
About Chicago Investment Advisory Group
Chicago Investment Advisory Group is a Mokena, IL wealth management firm helping individuals and families organize their full financial picture through comprehensive planning. Services include retirement and Social Security guidance, estate and tax strategies, cash-flow analysis, and ongoing investment planning. Portfolios emphasize asset allocation and risk management using vehicles like ETFs and mutual funds; primarily custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEVEN MICHAEL JACOBSON
Chief Compliance Officer, Chief Operating Officer, Chief Operations Officer
- CRD
- #2685123
- Ownership
- Less than 5%
MICHAEL ANTHONY RUSSO
Chief Executive Officer, Financial Advisor, President
- CRD
- #2353710
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
JOSEPH RONALD DAWCZAK
--
- CRD
- #5724513
Michael Anthony Ilg
Investment Advisor Representative
- CRD
- #7381715
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $275,109,508 | $144,036 |
| Non-Discretionary | $0 | -- |
| Total | $275,109,508 | $144,036 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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