Michael
Rathnau
Wellesley Asset Management, Inc
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About this Advisor
Michael Rathnau is a financial advisor based in Homer Glen, Illinois, working with Wellesley Asset Management, Inc. Michael has previously held positions at Wellesley Asset Management, Inc, Principal Life Insurance Company, Princor Financial Services Corporation, Principal Funds Distributor, and Foreside Fund Services, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Michael is part of Wellesley Asset Management, Inc, which operates out of Homer Glen, Illinois. The firm has 1 office and 30 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Wellesley Asset Management, Inc includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wellesley Asset Management, Inc Brokerage Details
$2,104,334,424
30
2,188
$961,762
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Michael Rathnau Work History
Wellesley Asset Management, Inc
Foreside Fund Services, LLC
Principal Funds Distributor
Principal Life Insurance Company
Princor Financial Services Corporation
Disclosures
Please visit the SEC profile of Michael Rathnau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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