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Richard Andrew Gillis

CAPITAL PROGRAMS ADVISORY CORP·EVANSTON, Illinois
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2755 EASTWOOD AVENUE, EVANSTON, IL 60201CRD# 221913Firm CRD# 110824
01

About

Richard Andrew Gillis is a registered financial advisor based in EVANSTON, Illinois, affiliated with CAPITAL PROGRAMS ADVISORY CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPITAL PROGRAMS ADVISORY CORP
CAPITAL PROGRAMS ADVISORY CORP
AUM
$72M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CAPITAL PROGRAMS ADVISORY CORP →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 221913
Firm CRD# 110824
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Andrew Gillis offer?
Richard Andrew Gillis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EVANSTON, Illinois for a consultation.
What are Richard Andrew Gillis's credentials?
Richard Andrew Gillis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Andrew Gillis located?
Richard Andrew Gillis is based in EVANSTON, Illinois, working with CAPITAL PROGRAMS ADVISORY CORP. Their office serves clients in the EVANSTON metropolitan area and surrounding communities.
How does Richard Andrew Gillis charge for services?
Richard Andrew Gillis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL PROGRAMS ADVISORY CORP?
CAPITAL PROGRAMS ADVISORY CORP has approximately 2 employees and manages $72M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)DOWNERS GROVE (83)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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