Achievement Asset Management LLC (Evanston)


Achievement Asset Management LLC is an adviser based in Evanston. It has been registered with the SEC as an adviser since 2014.

Achievement Asset Management provides the firm no longer provides advisory 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.

Achievement Asset Management has custody of $1.03 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Careers at Achievement Asset Management LLC

Paul Nicholas Mitchell has been acting as President since 1 Aug 2015. Donna Joy Macdonald joined the executive team most recently as the Acting Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Donna Joy Macdonald Chief compliance officer 1 Jul 2006 Other 1178698
Joseph Francis Scoby Chief executive officer 1 Jan 2012 Other 2000764
Tomas Hricko Chief operating officer 1 Apr 2012 Other 5906708
Achievement Holdings Lp Member 1 Oct 2014 75% - 100% 46-5528467
Achievement Holdings Llc Holding company 1 Oct 2014 75% - 100% 46-5528467
David Kenneth Pritsker Chief financial officer 1 Nov 2014 Other 2604180
Paul Nicholas Mitchell President 1 Aug 2015 Other 6054740
Donna Joy Macdonald Acting chief compliance officer 1 Mar 2016 Other 1178698

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Scoby Family Gift Trust Member 1 Oct 2014 25% - 50% 36-7595698
Joseph Francis Scoby Manager 1 Oct 2014 50% - 75% 2000764
Joseph F. Scoby Revocable Trust Member 1 Oct 2014 Other xxx-xx-xxxx
Joseph F. Scoby Inc. General partner 1 Dec 2014 Other 32-2920311

Based in Evanston

The principal office where Achievement Asset Management LLC performs its advisory services is located at 1603 Orrington Ave., Suite 1300, Evanston, IL 60201, 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 312-610-7700. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at achieveam.com/.

Registered investment advisers similar to Achievement Asset Management LLC