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KORTENKAMP, JOSHUA F
CRD 322425
4343 OLD GRAND AVE, STE 110, GURNEE, IL, 60031, United States
Phone
(847) 560-1545
Fax
(847) 672-8182
Registration
— (—)
Source
State registered
Total AUM
$7.4M
Discretionary AUM
$7.4M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2023-10-16
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $1.6M |
| High net worth individuals | 6 | $5.8M |
All web addresses on file
Official SEC filing: View on IAPD