Investment Center, Inc. Dba Ogrizovich Financial Mgmt, Inc. (Orland Park)

Name: Investment Center, Inc. Dba Ogrizovich Financial Mgmt, Inc.
Address: Winterset Office Park, Orland Park, IL, 60467
Telephone: 708-403-2800

Investment Center, Inc. Dba Ogrizovich Financial Mgmt, Inc. is a large advisory firm based in Orland Park. It manages $172.1 million of regulatory assets for 665 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Arizona, Florida, Illinois, Indiana, and Texas.

Investment Center, Inc. Dba Ogrizovich Financial Mgmt provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Investment Center, Inc. Dba Ogrizovich Financial Mgmt: assets under management

The assets under management (AUM) of Investment Center, Inc. Dba Ogrizovich Financial Mgmt, Inc. is $172.1 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $150.6 million in discretionary accounts and $21.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $280.45 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $167.97 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Investment Center, Inc. Dba Ogrizovich Financial Mgmt, 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.

Careers at Investment Center, Inc. Dba Ogrizovich Financial Mgmt, Inc.

Sam Ogrizovich has been acting as President since 1 Oct 1982. Jane Cain Ogrizovich joined the executive team most recently as the Vice President/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sam Ogrizovich	President	1 Oct 1982	75% - 100%	1014708
Jane Cain Ogrizovich	Vice president/chief compliance officer	1 Oct 1982	Other	2357259

Based in Orland Park

The principal office where Investment Center, Inc. Dba Ogrizovich Financial Mgmt, Inc. performs its advisory services is located at Winterset Office Park, Orland Park, IL 60467, which is also the mailing address of the firm. An additional office of the firm is in Scottsdale, AZ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 708-403-2800 or by fax 708-403-5395. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at www.ogrizovichfinancial.com.