Albanese Hemsley & Tussing Ltd (Winnetka)

Albanese Hemsley & Tussing Ltd is a large advisory firm based in Winnetka. It manages $135.89 million of regulatory assets for 75 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.

Albanese Hemsley & Tussing 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.

Albanese Hemsley & Tussing: assets under management

The assets under management (AUM) of Albanese Hemsley & Tussing Ltd is $135.89 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 163% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $135.89 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.81 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Albanese Hemsley & Tussing Ltd for their services and products based on hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Albanese Hemsley & Tussing Ltd

Janet Marie Tussing has been acting as President since 1 Dec 2013. Tanya Tussing joined the executive team most recently as the Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Janet Marie Tussing	President	1 Aug 1997	25% - 50%	1393388
Tanya Tussing	Vice president	1 Aug 1997	25% - 50%	2842642
John Albanese	Secretary/treasurer	1 Aug 1997	25% - 50%	1507903
Derrick Richard Tussing	Chief compliance officier	1 Sep 2004	Other	1890749
Janet Marie Tussing	President/ chief compliance officer (10/06)/treasurer/secretary	1 Dec 2013	75% - 100%	1393388
Tanya Tussing	Secretary	1 Dec 2013	25% - 50%	2842642

Based in Winnetka

The principal office where Albanese Hemsley & Tussing Ltd performs its advisory services is located at 560 Green Bay Rd, Winnetka, IL 60093 2238, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.