Inland Financial Management And Advisor Corporation (Oak Brook)

Inland Financial Management And Advisor Corporation is a pension cosultant based in Oak Brook. It manages $271 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Illinois.

Inland Financial Management And Advisor Corporation provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Inland Financial Management And Advisor Corporation: assets under management

The assets under management (AUM) of Inland Financial Management And Advisor Corporation is $271 thousand. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Inland Financial Management And Advisor Corporation for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Inland Financial Management And Advisor Corporation

Raymond Edward Petersen has been acting as President since 1 Aug 2009. Mary Christin Snow joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Judith Anne Fu	Chief compliance officer	1 Aug 2009	Other	5581314
John Jay Chung	Vice president	1 Aug 2009	Other	1788158
Raymond Edward Petersen	President	1 Aug 2009	Other	1463044
Inc. The Inland Financial Group	Shareholder	1 Aug 2009	75% - 100%	80-0462959
Patrick K. O'meara	Vice president	1 Aug 2009	Other	5623930
Mary Christin Snow	Director	1 Jan 2010	Other	5634247

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. The Inland Group	Shareholder	1 Aug 2009	75% - 100%	36-3189393

Based in Oak Brook

The principal office where Inland Financial Management And Advisor Corporation performs its advisory services is located at 2901 Butterfield Rd., Oak Brook, IL 60523, 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 630-218-8000 or by fax 630-218-4961. The normal business hours are 8:45 am - 5:00 pm on Monday - Friday.