Investment adviser · CRD 111057

IBBOTSON ASSOCIATES, INC.

Investment adviser filing (IA)

CHICAGO, IL, United States · Form ADV filed Mar 26, 2015

Regulatory AUM
$38B
Form ADV · Item 5.F
Client accounts
861,845
Accounts, not individual clients
Employees
32
Reported in this filing
Advisory professionals
20
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Mar 26, 2015. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

22 WEST WASHINGTON STREET
CHICAGO, IL, 60602-7676, United States

CRD 111057

Filing source

Form ADV 880925 · Mar 26, 2015 · 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.