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Lance Ari Donenberg

EVANSTON CAPITAL MANAGEMENT, LLC·EVANSTON, Illinois
SIE, Series 7, Series 24, Series 63Clean recordEVANSTON CAPITAL MANAGEMENT, LLC
1560 SHERMAN AVENUE, SUITE 960, EVANSTON, IL 60201-4811CRD# 4143834Firm CRD# 120338

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lance Ari Donenberg · EVANSTON, IL
Registration
CRD #4143834 · EVANSTON CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
EVANSTON CAPITAL MANAGEMENT, LLC
CRD 120338 · SEC 801-61115
AUM
$4.3B
Regulatory assets under management
Employees
28
11 client accounts
Services offered by EVANSTON CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at EVANSTON CAPITAL MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Lance Ari Donenberg offer?
Lance Ari Donenberg specializes in Investment Management, Retirement Planning. Contact their office in EVANSTON, Illinois for a consultation.
What are Lance Ari Donenberg's credentials?
Lance Ari Donenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lance Ari Donenberg located?
Lance Ari Donenberg is based in EVANSTON, Illinois, working with EVANSTON CAPITAL MANAGEMENT, LLC. Their office serves clients in the EVANSTON metropolitan area and surrounding communities.
How does Lance Ari Donenberg charge for services?
Lance Ari Donenberg'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 EVANSTON CAPITAL MANAGEMENT, LLC?
EVANSTON CAPITAL MANAGEMENT, LLC has approximately 28 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Ryan Duffecy Cahill
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