Shaun
Roach
Pekin Hardy Strauss, Inc
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About this Advisor
Shaun Roach is a chartered financial analyst based in Chicago, Illinois with 9 years of relevant experience. Roach is on the advisory team at Pekin Hardy Strauss, Inc. Throughout their career, Roach has worked at Deloitte Financial Advisory Services Llp and Pekin Singer Strauss Asset Management Inc. Roach is approved to work in Illinois. Pekin Hardy Strauss, Inc is a registered investment firm that has its headquarters in Chicago, IL. The investment advisory business has offices in two locations and a total of 16 employees. It has $923 million in assets between its 1,753 customer accounts, making it one of the bigger firms in the nation by assets under management. The firm provides financial advisory services to three charitable organizations. Of its 1,753 customer accounts, 41% are held by high-net-worth investors who have at least $1 million in assets available to invest. Pekin Hardy Strauss, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees for financial management largely vary depending on which services the firm provides the client. Fee types charged by Pekin Hardy Strauss, Inc most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pekin Hardy Strauss, Inc Brokerage Details
$922,498,143
16
1,753
$526,240
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
Shaun Roach Work History
Shaun has been registered as a financial advisor for 9 years.*
Pekin Singer Strauss Asset Management Inc
Deloitte Financial Advisory Services Llp
*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 Shaun Roach 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
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
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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