Top financial advisors in Mt Prospect, IL
We’ve curated a list of the best financial advisors in Mt Prospect, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$23,713,666
Number of advisors
1 advisors
| $23,713,666 | 1 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Mt Prospect, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mt Prospect. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Stratford Investment Advisory Group, Inc.
Stratford Investment Advisory Group, Inc. is a registered investment advisor founded in 1990 by Arthur J. Busby, Jr., who serves as the key Portfolio Manager. With a BS in Business Management/Economics from Elmhurst College, Mr. Busby has extensive experience in the financial industry, including roles at Rodman Advisory Services, Inc. and Magna Trust Company. He has no disciplinary history and is solely dedicated to SIAG's advisory business. Mr. Busby is compensated through a salary from SIAG and does not engage in other investment-related activities. The firm provides investment management and supervisory services as per its policies and procedures manual. Clients can reach Mr. Busby for any supervision or compliance inquiries. Notably, Mr. Busby has a clean record with no arbitration, civil claims, or bankruptcy petitions. For further details, clients can refer to the SEC’s Investment Adviser Public Disclosure website.
$23,713,666 under management
1 advisor
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Mt Prospect, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mt Prospect. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.