Hotchkiss Associates Inc is a large advisory firm based in Chicago. It manages $1.04 billion of regulatory assets for 120 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Illinois, and 3 other states.
Hotchkiss Associates provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hotchkiss Associates Inc is $1.04 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hotchkiss Associates Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Kennan Hotchkiss has been acting as President since 1 Oct 1970. Marc Allan Liebman joined the executive team most recently as the Vice President.
The principal office where Hotchkiss Associates Inc performs its advisory services is located at 208 S Lasalle St., Ste 712, Chicago, IL 60604 1006, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-368-4633 or by fax 312-368-4641. The normal business hours are 8:45 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.hotchkissassociates.com.