Joshua
Strauss

Pekin Hardy Strauss, Inc

CRD#4860876
Investment Advisor
in Chicago, IL

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About this Advisor

Joshua Strauss is a chartered financial analyst operating out of Chicago, Illinois who has 17 years of industry experience. Strauss is currently employed by Pekin Hardy Strauss, Inc. During their career, the advisor has held roles at Pekin Singer Strauss Asset Management, Inc and Sf Investments, Inc. Strauss holds a Series 63 license, designating them as a securities broker, and can work in Illinois and Texas. Pekin Hardy Strauss, Inc is a firm headquartered in Chicago, IL. The company has offices in two locations and a total of 16 financial advisors. It has $923 million in assets among its 1,753 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm advises three charities and foundations. Of its 1,753 accounts, 41% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees charged by financial advisors depend on which services the firm provides the client. However, fee types charged by Pekin Hardy Strauss, Inc most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

227 West Monroe Street Suite 3625
Chicago, IL 60606

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Pekin Hardy Strauss, Inc Brokerage Details

Total Assets Under Management

$922,498,143

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

16

IL Average: 44
Total Number of Accounts

1,753

IL Average: 2,564
Average Account Size

$526,240

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 businesses or institutional clients

Joshua Strauss Work History

Joshua has been registered as a financial advisor for 17 years.*

2004 - Present (20 years)

Pekin Singer Strauss Asset Management, Inc

2004 - Present (20 years)

Sf Investments, 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 Joshua Strauss 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 Pekin Hardy Strauss, Inc

Matthew Blume
Chicago, IL
Theodore Suhling
Chicago, IL
Shaun Roach
Chicago, IL
Joseph Plevelich
Chicago, IL
Adam Strauss
Chicago, IL
Joshua Strauss
Chicago, IL
William Pekin
Chicago, IL
Brandon Hardy
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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