RIA Intel›Advisers›Illinois›KORTENKAMP, JOSHUA F

KORTENKAMP, JOSHUA F

Advisory

GURNEE, IL

Data as of Oct 16, 2023 · Source: SEC Form ADV

Rank in IL
#1,568
of 1,719 advisers by AUM
Average account
$172K
across 43 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed Oct 16, 2023.

Total AUM
$7M
Discretionary %
100%
Clients
18
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$7M
Discretionary AUM$7M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients18
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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