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Susan Helen Puz

MILLIMAN FINANCIAL RISK MANAGEMENT LLC·CHICAGO, Illinois
Unclaimed Profile
71 S. WACKER DR., CHICAGO, IL 60606CRD# 2710984Firm CRD# 159377
01

About

Susan Helen Puz is a registered financial advisor based in CHICAGO, Illinois, affiliated with MILLIMAN FINANCIAL RISK 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
03

Firm Overview

Firm
MILLIMAN FINANCIAL RISK MANAGEMENT LLC
MILLIMAN FINANCIAL RISK MANAGEMENT LLC
AUM
$42.9B
Regulatory assets under management
Employees
182
Total firm employees
View all advisors at MILLIMAN FINANCIAL RISK MANAGEMENT LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2710984
Firm CRD# 159377
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Susan Helen Puz offer?
Susan Helen Puz specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Susan Helen Puz's credentials?
Susan Helen Puz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Helen Puz located?
Susan Helen Puz is based in CHICAGO, Illinois, working with MILLIMAN FINANCIAL RISK MANAGEMENT LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Susan Helen Puz charge for services?
Susan Helen Puz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MILLIMAN FINANCIAL RISK MANAGEMENT LLC?
MILLIMAN FINANCIAL RISK MANAGEMENT LLC has approximately 182 employees and manages $42.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Christine Carr Smith — LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC.Robert Paul Morgan — 50 SOUTH CAPITAL ADVISORS, LLCWendy Jacqueline Hills — DUFF & PHELPS INVESTMENT MANAGEMENT CO.Matthew Bradley Wallace — AON INVESTMENTS USA INC.Christopher John Castano — GROSVENOR CAPITAL MANAGEMENT, L.P.
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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