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Gregory Peter Baxter

CASTLEARK MANAGEMENT LLC·CHICAGO, Illinois
Unclaimed Profile
1 N. WACKER DRIVE, SUITE 3950, CHICAGO, IL 60606CRD# 4548246Firm CRD# 109587
01

About

Gregory Peter Baxter is a registered financial advisor based in CHICAGO, Illinois, affiliated with CASTLEARK MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
CASTLEARK MANAGEMENT LLC
CASTLEARK MANAGEMENT LLC
AUM
$3.1B
Regulatory assets under management
Employees
30
Total firm employees
View all advisors at CASTLEARK MANAGEMENT LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4548246
Firm CRD# 109587
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Peter Baxter offer?
Gregory Peter Baxter specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.
What are Gregory Peter Baxter's credentials?
Gregory Peter Baxter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Peter Baxter located?
Gregory Peter Baxter is based in CHICAGO, Illinois, working with CASTLEARK MANAGEMENT LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Gregory Peter Baxter charge for services?
Gregory Peter Baxter's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASTLEARK MANAGEMENT LLC?
CASTLEARK MANAGEMENT LLC has approximately 30 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
OAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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