$71.5M Total AUM
$55.8M Disc. AUM
-- 3Y CAGR
3 Employees
148 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Catalyst summitDelta
- Established Date
- 05-11-2001
- Office Locations
- 1
Office Locations
9031 W. 151st Street Suite 107 Orland Park IL
About Contour Financial
Contour Financial is a Orland Park-based RIA. The firm has been operating for 25 years. Managing $71.5M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
73 AVG AGE
$23.8M AVG AUM / ADVISOR
$483.1K AVG AUM / CLIENT
25 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Timber Crest crest Quantum delta Focus
Client Personas
Radial pioneer
Custodian
Frontier glacier Element focus Vertex ember Capital Matrix optima
Fund Managers
Horizon summit
Investment Themes
Foundation Unison
Investment Vehicles
Prime glacier Foundation capital
Services
Element Pioneer beacon Peak foundation Atlas element Crest crest Meridian
Technology
Quantum foundation Wave
Owner & Executives
EGON CARL MENKER
Certified Financial Planner, DIRECTOR, Secretary, TREASURER
- CRD
- #4363934
- Ownership
- 75% or more
(552) 590-8237
insight.timber@valuecapital.com
in linkedin.com/in/delta-optima
CYNTHIA CATHERINE MENKER
Financial Planner, President
- CRD
- #4363929
- Ownership
- Less than 5%
(551) 243-1216
zenith.optima@oakcapital.com
in linkedin.com/in/vector-focus
V
Vector frontier
Vital quantum unison
- CRD
- #36064
- Ownership
- 28.8%
(919) 516-8245
foundation.glacier@alphacapital.com
in linkedin.com/in/ridge-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,786,357 | -- |
| Non-Discretionary | $15,711,127 | -- |
| Total | $71,497,484 | -- |
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Separately Managed Accounts
Total SMA Asset: $71,497,484
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $7,807,839,186 | 100.0% |
| Total | $7,807,839,186 | 100.0% |