K
CRD: 322425
Kortenkamp, Joshua F
Gurnee, IL, 60031
8475601545
$7.4M Total AUM
$7.4M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-14-2023
- Office Locations
- 1
Office Locations
4343 OLD Grand AVE STE 110 Gurnee IL
About Kortenkamp, Joshua F
Kortenkamp, Joshua F is a Gurnee-based RIA. The firm has been operating for 3 years. Managing $7.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$7.4M AVG AUM / ADVISOR
$411.1K AVG AUM / CLIENT
3.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Alpha Glacier
Client Personas
Value
Investment Themes
Horizon horizon
Investment Vehicles
Momentum
Services
Vertex peak Radial matrix Prime Focus element
Owner & Executives
J
Joshua Francis Kortenkamp
Registered Investment Advisor
- CRD
- #7669727
- Ownership
- 75% or more
(482) 674-3324
unison.legacy@quantumcapital.com
in linkedin.com/in/pioneer-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,400,000
Equity - Exchange:
15.9% Cash:
84.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,092,033,366 | 15.9% |
| Cash | $5,776,101,012 | 84.1% |
| Total | $6,868,134,378 | 100.0% |