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ADAMEC, KATHLEEN, MARY

Advisory

IL

Data as of Aug 31, 2022 · Source: SEC Form ADV

Rank in IL
#1,342
of 1,719 advisers by AUM
AUM change, 1 year
-44.1%
11th percentile in IL
AUM CAGR, 3 year
0.0%
compound annual growth
Average account
$4M
across 7 accounts
AUM per adviser
$29M
1 advisers
Filing history
3
filings since 2001

Source: SEC Form ADV. Figures as filed Aug 31, 2022.

Total AUM
$29M
1-Year AUM Growth
-44.1%
3-Year CAGR
0.0%
Employees
1
Assets Under Management
Total AUM$29M
Discretionary AUM$29M
Non-Discretionary AUM$784K
Discretionary %97.3%
Total Clients—
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record3
First FilingJun 11, 2001
Latest FilingAug 31, 2022
Full AUM trend chart and 3 historical filings spanning 21+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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