Krantz Pershan Associates LLC is a large advisory firm based in Northbrook. It manages $76 million of regulatory assets for 341 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.
Krantz Pershan Associates provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Krantz Pershan Associates LLC is $76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Krantz Pershan Associates LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Krantz Pershan Associates LLC performs its advisory services is located at 952 Skokie Boulevard, Suite 200, Northbrook, IL 60062, 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 847-498-0010 or by fax 847-272-2205. The normal business hours are 7:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at krantz@voyager.net.