Eric
Pucek
Ativo Capital Management, LLC
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About this Advisor
Eric Pucek is a financial advisor based in Chicago, Illinois, with 8 years of relevant experience. Pucek is an advisor for Ativo Capital Management, LLC. Over the course of their career, Pucek has held roles at Ubs Global Asset Management (Us) Inc and Ativo Capital Management, LLC. Pucek holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Illinois. Ativo Capital Management, LLC is a registered investment business operating out of Chicago, IL. It administers $962 million in assets between its 49 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm provides services to one charities and foundations. Of its 49 accounts, 21% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The company performs a broad array of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial management fee schedules usually are based on the type of financial services provided. However, fee types billed by Ativo Capital Management, LLC likely include asset-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ativo Capital Management, LLC Brokerage Details
$962,024,578
13
49
$19,633,155
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Eric Pucek Work History
Eric has been registered as a financial advisor for 8 years.*
Ativo Capital Management, LLC
Ubs Global Asset Management (Us) 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 Eric Pucek 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 Ativo Capital Management, LLC
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
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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