Robert
Mcisaac
Chicago Capital Management Advisors, LLC
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About this Advisor
Robert Mcisaac is a financial advisor based in Lisle, Illinois, working with Chicago Capital Management Advisors, LLC. Robert has previously held positions at Mcisaac Financial & Insurance Services, Inc, Crown Capital Securities, American Trust Investmentservices, Inc, and Chicago Capital Management Advisors. Robert has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in California. Currently, Robert is part of Chicago Capital Management Advisors, LLC, which operates out of Lisle, Illinois. The firm has 4 offices and 17 employees. The firm manages assets totaling $110.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Chicago Capital Management Advisors, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Chicago Capital Management Advisors, LLC Brokerage Details
$110,237,992
17
529
$208,389
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Robert Mcisaac Work History
American Trust Investmentservices, Inc
Chicago Capital Management Advisors
Mcisaac Financial & Insurance Services, Inc
Crown Capital Securities
Disclosures
Please visit the SEC profile of Robert Mcisaac 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 Chicago Capital Management Advisors, LLC
Lisle, IL
Lisle, IL
Lisle, IL
Los Angeles, CA
Dana Point, CA
Lisle, IL
Newport Beach, CA
Lisle, IL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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