$19.5M Total AUM
$19.5M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · E*TRADE · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-24-2010
- Office Locations
- 1
Office Locations
-- Chicago IL
About Todt Investment Management LLC
Chicago-based Todt Investment Management LLC is a fee-only, fiduciary advisor led by CFP® Todt R. Marks (15+ years). It offers hourly, project-based guidance plus ongoing financial planning and investment management via asset-based or flat quarterly fees. SMA portfolios are primarily ETF-based, with some cash and U.S. government bonds, and are commonly custodied at Schwab or Fidelity.
Team overview
-- AVG AGE
$19.5M AVG AUM / ADVISOR
$812.5K AVG AUM / CLIENT
16.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
16yrs Firm Age
Insights
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
T
TODT ROBERT MARKS
Agent
- CRD
- #5758173
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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