Gleeson, Sklar, Sawyers & Cumpata Financial Services L.L.C. is a large advisory firm based in Elgin. It manages $61.09 million of regulatory assets for 219 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Illinois.
Gleeson, Sklar, Sawyers & Cumpata Financial Services L.L.C provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gleeson, Sklar, Sawyers & Cumpata Financial Services L.L.C. is $61.09 million. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Gleeson, Sklar, Sawyers & Cumpata Financial Services L.L.C. 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.
The principal office where Gleeson, Sklar, Sawyers & Cumpata Financial Services L.L.C. performs its advisory services is located at 2400 Big Timber Road, Elgin, IL 60123, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-697-6161 or by fax 847-717-5303. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.