Responsive Financial Services, Inc. (Rolling Meadow)

Name: Responsive Financial Services, Inc.
Address: 3601 Algonquin Road, Rolling Meadow, IL, 60008
Telephone: 847-670-8000

Responsive Financial Services, Inc. is a large advisory firm based in Rolling Meadow. It manages $25.67 million of regulatory assets for 119 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.

Responsive Financial Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Responsive Financial Services: assets under management

The assets under management (AUM) of Responsive Financial Services, Inc. is $25.67 million. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.18 million in discretionary accounts and $498.05 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $218.92 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $124.51 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Responsive Financial Services, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Responsive Financial Services, Inc.

John Edward Bonnett has been acting as President since 1 Aug 1988. Michael Sedlak joined the executive team most recently as the Advisor Analyst.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Edward Bonnett	President/secretary/treasurer	1 Aug 1988	25% - 50%	1434191
Avis J. Bonnett	Vp operations	1 Jan 1994	25% - 50%	4357867
Michael Sedlak	Advisor analyst	1 Mar 1998	Other	2986433

Based in Rolling Meadow

The principal office where Responsive Financial Services, Inc. performs its advisory services is located at 3601 Algonquin Road, Rolling Meadow, IL 60008, 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 847-670-8000 or by fax 847-670-8100. The normal business hours are 8 am -5 pm on Monday - Friday. You can find more information about the New York firm at rfsonline.com.