CRD: 38995
Correll Co. Investment Services Corp.
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- Custodian
- Hilltop Securities
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-1995
- Office Locations
- 3
Office Locations
About Correll Co. Investment Services Corp.
Correll Co. Investment Services Corp. is a Hickory Hills, IL-based investment services firm serving retail and institutional clients. The practice focuses on asset allocation, with investment use of mutual funds and annuities, and also provides insurance and life-insurance solutions. It lists Hilltop Securities as its custodian, operates from three offices across IL and MO, and posts Form CRS and Reg BI disclosures alongside a FINRA BrokerCheck link.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Owner & Executives
EARL FRANKLIN III CORRELL
Advisor
- CRD
- --
- Ownership
- 25% but less than 50%
JAMES CHARLES CORRELL
Chief Executive Officer, President
- CRD
- #2728531
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Thomas William Danielewicz
Director
- CRD
- #6689799
ANDREW RICHARD DOPPELT
Owner
- CRD
- #2194328
Showing 2 of 13 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,400,000 | -- |
| Non-Discretionary | $217,900,000 | -- |
| Total | $233,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Total | Available | Available |
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