Luke
Coogan

North Square Investments, LLC

CRD#6200329
Investment Advisor
in Chicago, IL

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About this Advisor

Luke Coogan is a financial advisor who works in Chicago, Illinois, with a total of 4 years of relevant experience. Coogan is an employee of North Square Investments, LLC. Their career trajectory has included roles at Nylife Securities LLC, New York Life Insurance Co, Western Michigan University, Deawm Distributors, Inc, Rreef Management, Starfort Financial, North Square Investments, Compass Distributors, LLC and Foreside Fund Services, LLC. Coogan maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois. North Square Investments, LLC is a registered investment company based out of Chicago, IL. It has $1 billion in assets between its 12 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The advisory firm provides portfolio management for investment companies. Fees for financial management typically are based on the type of financial services provided. However, fees charged by North Square Investments, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

200 West Madison St Suite 2610
Chicago, IL 60606

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North Square Investments, LLC Brokerage Details

Total Assets Under Management

$1,111,542,355

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

26

IL Average: 44
Total Number of Accounts

12

IL Average: 2,564
Average Account Size

$92,628,530

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Luke Coogan Work History

Luke has been registered as a financial advisor for 4 years.*

2022 - Present (2 years)

Foreside Fund Services, LLC

2019 - Present (5 years)

North Square Investments

2019 - 2022 (3 years)

Compass Distributors, LLC

2015 - 2019 (4 years)

Deawm Distributors, Inc

2014 - 2015 (1 year)

Rreef Management

2014 - 2014 (< 1 year)

Starfort Financial

2013 - 2013 (< 1 year)

Nylife Securities LLC

2013 - 2013 (< 1 year)

New York Life Insurance Co

2012 - 2013 (1 year)

Western Michigan University

*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 Luke Coogan 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 North Square Investments, LLC

Luke Coogan
Chicago, IL
Philip Callahan
Chicago, IL
James Barclay
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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