Ctn Strategic Investments, LLC (Chicago)

Ctn Strategic Investments provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ctn Strategic Investments: assets under management

The assets under management (AUM) of Ctn Strategic Investments, LLC is $179 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $179 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $179 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ctn Strategic Investments, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

Based in Chicago

The principal office where Ctn Strategic Investments, LLC performs its advisory services is located at 230 S. Lasalle Street, Chicago, IL 60604, 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 312-244-5477 or by fax 312-244-5480. The normal business hours are 8:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.ctnstrategic.com.

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