$100.8M Total AUM
$96.3M Disc. AUM
-- 3Y CAGR
3 Employees
23 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-04-2008
- Office Locations
- 2
Office Locations
-- Chicago IL
-- Downers Grove IL
About Stabile Investment Management
Stabile Investment Management is an Illinois-based, owner-led RIA providing investment management and investment advice with a strategic, long-term, no-surprise planning approach that keeps clients in control. Portfolios are implemented primarily in SMAs using ETFs and municipal bonds to support diversified asset-allocation programs for retail and institutional relationships.
Team overview
-- AVG AGE
$33.6M AVG AUM / ADVISOR
$4.4M AVG AUM / CLIENT
6.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
B
BRIAN HILL WILSON
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4857735
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
A
Adam Wilson
--
- CRD
- #8170309
Available
Available
Available
B
Benjamin Robert Wilson
--
- CRD
- #8079360
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,300,000 | $1,269,231 |
| Non-Discretionary | $4,500,000 | $1,333,333 |
| Total | $100,800,000 | $1,281,250 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing