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CORRELL CO. INVESTMENT SERVICES CORP.
CORRELL CO. INVESTMENT SERVICES CORP.
CRD 38995 · SEC 801-42789
9655 S 78TH AVE, HICKORY HILLS, IL, 60457, United States
Phone
708-599-2900
Fax
708-876-1621
Registration
— (—)
Source
State registered
Total AUM
$233.3M
Discretionary AUM
$15.4M
Team
4 total employees; 4 advisory reps; 71 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-11-12
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $1.1M |
| Pension/profit sharing plans | 68 | $232.2M |
All web addresses on file
Official SEC filing: View on IAPD