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Consulting Fiduciaries, Inc. (Northbrook)


Consulting Fiduciaries, Inc. is an investment adviser to a business development company based in Northbrook. It manages $50.3 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001.

Consulting Fiduciaries provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Consulting Fiduciaries: assets under management

The assets under management (AUM) of Consulting Fiduciaries, Inc. is $50.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2295% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $50.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16.77 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Consulting Fiduciaries, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Northbrook

The principal office where Consulting Fiduciaries, Inc. performs its advisory services is located at 400 Skokie Blvd., Ste 260, 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 847-559-9835 or by fax 847-559-9840. The normal business hours are 9:00am-5:00pm on Monday - Friday.


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