Bart
Bonga
Rothschild Investment LLC
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About this Advisor
Bart Bonga is a financial advisor based in Chicago, Illinois, working with Rothschild Investment LLC. Bart has previously held a position at Rothschild Investment Corporation. Bart has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Florida, Illinois, Michigan, and Texas. Currently, Bart is part of Rothschild Investment LLC, which operates out of Chicago, Illinois. The firm has 40 employees and manages assets totaling $2.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Rothschild Investment LLC includes asset-based, hourly, fixed, commission-based, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rothschild Investment LLC Brokerage Details
$2,001,729,602
40
2,211
$905,350
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Bart Bonga Work History
Rothschild Investment Corporation
Disclosures
Please visit the SEC profile of Bart Bonga 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 Rothschild Investment Corporation
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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