David
Grumhaus

Duff & Phelps Investment Management Co

CRD#2544692
Investment Advisor
in Chicago, IL

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About this Advisor

David Grumhaus is a financial advisor operating out of Chicago, Illinois who has 8 years of relevant experience. Grumhaus is currently employed by Duff & Phelps Investment Management Co. They have spent their whole employment at Duff & Phelps Investment Management Co. Grumhaus has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Illinois. Duff & Phelps Investment Management Co is a registered investment company that has its headquarters in Chicago, IL. The investment advisory business has a total of 50 people on staff. It oversees $12 billion in total assets between its 58 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises two charities and foundations. Duff & Phelps Investment Management Co has a set of services, including portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fees largely are based on which services the firm provides the client. Fees charged by Duff & Phelps Investment Management Co may include any blend of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

200 S. Wacker Drive Suite 500
Chicago, IL 60606

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Duff & Phelps Investment Management Co Brokerage Details

Total Assets Under Management

$12,005,901,678

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

50

IL Average: 44
Total Number of Accounts

58

IL Average: 2,564
Average Account Size

$206,998,305

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

David Grumhaus Work History

David has been registered as a financial advisor for 8 years.*

2014 - Present (10 years)

Duff & Phelps Investment Management

*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 David Grumhaus 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 Duff & Phelps Investment Management Co

David Grumhaus
Chicago, IL
John Creswell
Chicago, IL
Kathleen Hegyi
Chicago, IL
Frank Haggerty
Chicago, IL
Kyle West
Chicago, IL
Shalini Sharma
Chicago, IL
Eric Elvekrog
Chicago, IL
Geoffrey Dybas
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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