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Robert Stephen Palmer

OFS CAPITAL MANAGEMENT, LLC·CHICAGO, Illinois
Clean recordOFS CAPITAL MANAGEMENT, LLC
10 SOUTH WACKER DRIVE, CHICAGO, IL 60606CRD# 5778020Firm CRD# 153533

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Stephen Palmer · CHICAGO, IL
Registration
CRD #5778020 · OFS CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Stephen Palmer is a registered financial advisor based in CHICAGO, Illinois, affiliated with OFS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
OFS CAPITAL MANAGEMENT, LLC
OFS CAPITAL MANAGEMENT, LLC
AUM
$2.5B
Regulatory assets under management
Employees
53
Total firm employees
View all advisors at OFS CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5778020
Firm CRD# 153533
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Stephen Palmer offer?
Robert Stephen Palmer specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Robert Stephen Palmer's credentials?
Robert Stephen Palmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Stephen Palmer located?
Robert Stephen Palmer is based in CHICAGO, Illinois, working with OFS CAPITAL MANAGEMENT, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Robert Stephen Palmer charge for services?
Robert Stephen Palmer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OFS CAPITAL MANAGEMENT, LLC?
OFS CAPITAL MANAGEMENT, LLC has approximately 53 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OFS CAPITAL MANAGEMENT, LLC

Glenn Robert Pittson
CHICAGO, IL
Kathi Jo Inorio
ROLLING MEADOWS, IL

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Research
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