Investment adviser · CRD 106623
GANTZERT INVESTMENT CO., LLC
Investment adviser filing (IA)
GANTZERT INVESTMENT COMPANY,L.L.C.
JOLIET, IL, United States · Form ADV filed Oct 22, 2020
- Regulatory AUM
- $284M Form ADV · Item 5.F
- Client accounts
- 211 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 93 | $236,419,511 | 83.3% |
| Individuals | 48 | $22,659,993 | 8.0% |
| Government entities | 1 | $16,443,246 | 5.8% |
| Retirement plans | 3 | $8,266,028 | 2.9% |
Filing source
Form ADV 1463460 · Oct 22, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 22, 2020. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
1000 ESSINGTON ROAD, SUITE 143JOLIET, IL, 60435-2841, United States
CRD 106623
Filing source
Form ADV 1463460 · Oct 22, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.