Nicholas
Kochanski
Crescent Grove Advisors
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About this Advisor
Nicholas Kochanski is a financial advisor working in Lake Forest, Illinois who has 8 years of industry experience. Kochanski is currently employed by Crescent Grove Advisors. Over the course of their career, Kochanski has held roles at Bmo Harris Financial Advisors, Inc, Bmo Harris Investment Management, Inc and Crescent Grove Advisors, LLC. Kochanski has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Illinois and Wisconsin. Crescent Grove Advisors is a business that has its headquarters in Lake Forest, IL. The firm has offices in two locations and a total of 32 advisors. It has $4 billion in assets across its 350 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 17 charities and foundations. Of its 350 client accounts, 71% belong to high-net-worth clients who have more than $1 million in assets. The advisory firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management typically depend on which services are offered. Fee types billed by Crescent Grove Advisors can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crescent Grove Advisors Brokerage Details
$3,912,910,263
32
350
$11,179,744
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Nicholas Kochanski Work History
Nicholas has been registered as a financial advisor for 8 years.*
Crescent Grove Advisors, LLC
Bmo Harris Financial Advisors, Inc
Bmo Harris Investment Management, 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 Nicholas Kochanski 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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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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