Michael
Strasser

Chicago Partners Investment Group LLC

CRD#2004820
Investment Advisor
in Manhattan, MT

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About this Advisor

Michael Strasser is a financial advisor who works in Manhattan, Montana with a total of 1 year of industry experience. Strasser currently works for Chicago Partners Investment Group LLC. Throughout their career, Strasser has worked at Mds Investments, Inc and Chicago Partners Investment Group LLC. Strasser has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Montana. Chicago Partners Investment Group LLC is an advisory firm headquartered in Chicago, IL. The company has offices in six locations and a total of 45 financial advisors. It handles $4 billion in assets under management among its 5,599 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 5,599 customer accounts, 22% are held by high-net-worth clients who have greater than $1 million in assets. Chicago Partners Investment Group LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees typically vary depending on the type of financial services offered. Fee types billed by Chicago Partners Investment Group LLC likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Po Box 1301
Manhattan, MT 59741

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Chicago Partners Investment Group LLC Brokerage Details

Total Assets Under Management

$3,646,816,820

MT Average: $6,674,516,078
Total Number of Employees

45

MT Average: 44
Total Number of Accounts

5,599

MT Average: 2,564
Average Account Size

$651,334

MT Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Michael Strasser Work History

Michael has been registered as a financial advisor for 1 years.*

2018 - Present (6 years)

Chicago Partners Investment Group LLC

2011 - Present (13 years)

Mds Investments, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Strasser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Chicago Partners Investment Group LLC

Andrew Kang
Chicago, IL
James Ogara
Chicago, IL
Thomas Reed
Chicago, IL
Byron Mandell
Chicago, IL
Sam Kendree
Chicago, IL
Nicholas Guido
Chicago, IL
Mitchell Bratina
Chicago, IL
Timothy Pennino
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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