Correll Co. Investment Services Corp. is an internet adviser based in Hickory Hills. It manages $43.73 million of regulatory assets for 51 client accounts. It has been registered with the SEC as an adviser since 2001.
Correll Co. Investment Services Corp provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Correll Co. Investment Services Corp. is $43.73 million. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Correll Co. Investment Services Corp. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Allan Buchman has been acting as President since 1 Oct 2000. Earl Franklin Jr Correll joined the executive team most recently as the Shareholder.
The principal office where Correll Co. Investment Services Corp. performs its advisory services is located at 9655 S 78 Th Ave, Hickory Hills, IL 60457, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 708-599-5200 or by fax 708-599-5356. The normal business hours are 8:30 to 4:30 on Monday - Friday.