RIA Intel›Advisers›Illinois›CHADY, RUTH AUER

CHADY, RUTH AUER

Advisory

SWANSEA, IL

Data as of Jul 11, 2011 · Source: SEC Form ADV

Rank in IL

#1,469

of 1,719 advisers by AUM

Average account

$235K

across 66 accounts

Source: SEC Form ADV. Figures as filed Jul 11, 2011.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

—

Assets Under Management

Total AUM$16M

Discretionary AUM$0

Non-Discretionary AUM$16M

Discretionary %0%

Total Clients—

Team

Total Employees—

Investment Advisers—

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

GREG HODGES FINANCIAL ADVISORY

$15M

PAULSON INVESTMENT COMPANY, LLC

CHICAGO, IL

$15M

+33.8% 1Y

ELITE FOCUS PRIVATE WEALTH, LLC

$15M

KIRCHNER FINANCIAL GROUP LLC

$16M

REATHERFORD WEALTH MANAGEMENT LLC

PEORIA, IL

$16M

HAVEN FINANCIAL SOLUTIONS, INC

$15M

Get the full picture on CHADY, RUTH AUER

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CHADY, RUTH AUER and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans