ALLEY COMPANY - Financial Advisor in Illinois, Lake Forest

Tel: 847-482-0938 272 Market Square Suite 214 Lake Forest, Illinois 60045

About ALLEY COMPANY

ALLEY COMPANY is a Lake Forest, Illinois based financial advisory firm with nearly $765,472,925 in assets under management and provides investment advisory services for 402 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

317544

Firm SEC#:

801-122856

Assets Under Management:

$765,472,925

No. of Clients:

402

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Illinois?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Illinois, Lake Forest

FirmCRD#:170912

SEC#:801-79577

No. of Advisors:34

No. of Clients:359

AUM:$4,455,148,440

FirmCRD#:161235

SEC#:801-73397

No. of Advisors:29

No. of Clients:12

AUM:$2,974,700,156

FirmCRD#:130132

SEC#:801-92175

No. of Advisors:5

No. of Clients:424

AUM:$394,746,933

FirmCRD#:152714

SEC#:801-71679

No. of Advisors:3

No. of Clients:38

AUM:$189,940,889

FirmCRD#:326104

SEC#:801-127797

No. of Advisors:8

No. of Clients:1

AUM:$49,825,000

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

CRESCENT GROVE ADVISORS

170912

801-79577

359

$4,455,148,440

ROUNDTABLE HEALTHCARE MANAGEMENT, INC

161235

801-73397

$2,974,700,156

NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

130132

801-92175

424

$394,746,933

WESTERN PACIFIC WEALTH MANAGEMENT, LP

152714

801-71679

$189,940,889

BARRETT UPTON CAPITAL PARTNERS

326104

801-127797

$49,825,000