RIA Intel›Advisers›Illinois›RJ AUBREY INVESTMENTS CORP.

RJ AUBREY INVESTMENTS CORP.

Advisory

IL

Data as of Nov 30, 2018 · Source: SEC Form ADV

Rank in IL

#1,562

of 1,719 advisers by AUM

Average account

$119K

across 66 accounts

Source: SEC Form ADV. Figures as filed Nov 30, 2018.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients66

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

66 clients

7 high-net-worth

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.

CLARK CONSULTING, INC.

NORTH BARRINGTON, IL

$8M

HIGHTOWER & BOLER, LLC

$8M

INVESTMENT NAVIGATION LLC

$8M

AHLBECK FINANCIAL INCORPORATED

DES PLAINES, IL

$8M

POWERS FINANCIAL GROUP, LLC

$8M

INLAND INSTITUTIONAL CAPITAL, LLC

$8M

Get the full picture on RJ AUBREY INVESTMENTS CORP.

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

Create a free account →See plans