Brian
Lorber

Mesirow Financial Investment Management, Inc

CRD#5777062
Investment Advisor
in Chicago, IL

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About this Advisor

Brian Lorber is a financial advisor who works out of Chicago, Illinois who has 13 years of relevant experience. Lorber works at Mesirow Financial Investment Management, Inc. They have been employed by Mesirow Financial Investment Management, Inc for their complete career. Lorber holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in California, Illinois and Texas. Mesirow Financial Investment Management, Inc is an advisory firm operating out of Chicago, IL. The firm has offices in 14 locations and a total of 197 advisors. It controls $43 billion in total assets among its 13,079 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 20 charitable organizations. Mesirow Financial Investment Management, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules usually depend on the type of financial services offered. Fees billed by Mesirow Financial Investment Management, Inc can include some combination of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

353 N. Clark St
Chicago, IL 60654

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Mesirow Financial Investment Management, Inc Brokerage Details

Total Assets Under Management

$43,288,550,000

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

197

IL Average: 44
Total Number of Accounts

13,079

IL Average: 2,564
Average Account Size

$3,309,775

IL Average: $2,603,165

Investment Advisory Services

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

Brian Lorber Work History

Brian has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Mesirow Financial, 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 Brian Lorber 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 Mesirow Financial Investment Management, Inc

Sumit Desai
Chicago, IL
Miles Matheson
Littleton, CO
Jeffrey Condren
Chicago, IL
Eric Welt
Chicago, IL
James Gaines
Highland Park, IL
Tiffany Irving
Chicago, IL
Sophia Yudkowsky
Indianapolis, IN
Andrew Mutlu
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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