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David James Rowntree

PARALLEL49 EQUITY, ULC·LAKE FOREST, Illinois
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225 EAST DEERPATH ROAD, SUITE 200, LAKE FOREST, IL 60045CRD# 6023837Firm CRD# 160077
01

About

David James Rowntree is a registered financial advisor based in LAKE FOREST, Illinois, affiliated with PARALLEL49 EQUITY, ULC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PARALLEL49 EQUITY, ULC
PARALLEL49 EQUITY
AUM
$179M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PARALLEL49 EQUITY, ULC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6023837
Firm CRD# 160077
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David James Rowntree offer?
David James Rowntree specializes in Retirement Planning. Contact their office in LAKE FOREST, Illinois for a consultation.
What are David James Rowntree's credentials?
David James Rowntree is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David James Rowntree located?
David James Rowntree is based in LAKE FOREST, Illinois, working with PARALLEL49 EQUITY, ULC. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.
How does David James Rowntree charge for services?
David James Rowntree'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 PARALLEL49 EQUITY, ULC?
PARALLEL49 EQUITY, ULC has approximately 5 employees and manages $179M 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)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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