Grant
Thurman

Mcadam LLC

CRD#7489924
Investment Advisor
in Chicago, IL

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About this Advisor

Grant Thurman is a financial advisor working out of Chicago, Illinois with a total of 1 year of industry experience. Thurman works at Mcadam LLC. Thurman has gained experience at Mcadam LLC, Indian Acres Day Camp, Centennial High School, Red Lion, Joe'S Brewery, University Of Illinios, American Farm School, Jefferson Middle School and Charlie Bagg'S Culinary Innovations. Thurman holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Illinois. Mcadam LLC is a registered investment company that has its headquarters in Philadelphia, PA. The investment advisory business has offices in 59 locations and a total of 240 employees. It controls $1 billion in assets between its 7,779 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 7,779 client accounts, just 7% are held by high-net-worth clients who have at least $1 million in assets. Mcadam LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules usually are based on the type of services offered. However, fees charged by Mcadam LLC may include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

141 West Jackson Blvd Suite 1950
Chicago, IL 60604

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Mcadam LLC Brokerage Details

Total Assets Under Management

$1,255,471,408

IL Average: $15,833,994,310
Total Number of Employees

240

IL Average: 41
Total Number of Accounts

7,779

IL Average: 3,342
Average Account Size

$161,392

IL Average: $4,737,880

Investment Advisory Services

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

Grant Thurman Work History

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

2022 - Present (2 years)

Charlie Bagg'S Culinary Innovations

2021 - Present (3 years)

Mcadam LLC

2020 - 2020 (< 1 year)

American Farm School

2019 - 2021 (2 years)

Joe'S Brewery

2018 - 2018 (< 1 year)

Red Lion

2017 - 2021 (4 years)

University Of Illinios

2014 - 2017 (3 years)

Indian Acres Day Camp

2013 - 2017 (4 years)

Centennial High School

2010 - 2013 (3 years)

Jefferson Middle School

*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 Grant Thurman 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 Mcadam LLC

Kristen Koonce
Philadelphia, PA
Kevin Walsh
Philadelphia, PA
Brittany Oliveira
Philadelphia, PA
Cole Draper
Philadelphia, PA
Robert Stark
Philadelphia, PA
Jason Watson
Philadelphia, PA
Karen Sullivan
Philadelphia, PA
Elliott Bauer
Philadelphia, PA

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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