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Richard Craig Collister

ROUNDTABLE HEALTHCARE MANAGEMENT, INC·LAKE FOREST, Illinois
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272 EAST DEERPATH ROAD, SUITE 350, LAKE FOREST, IL 60045-5314CRD# 2609897Firm CRD# 161235
01

About

Richard Craig Collister is a registered financial advisor based in LAKE FOREST, Illinois, affiliated with ROUNDTABLE HEALTHCARE MANAGEMENT, INC. 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
ROUNDTABLE HEALTHCARE MANAGEMENT, INC
ROUNDTABLE HEALTHCARE MANAGEMENT, INC
AUM
$3.0B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at ROUNDTABLE HEALTHCARE MANAGEMENT, INC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2609897
Firm CRD# 161235
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Craig Collister offer?
Richard Craig Collister specializes in Retirement Planning. Contact their office in LAKE FOREST, Illinois for a consultation.
What are Richard Craig Collister's credentials?
Richard Craig Collister is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Craig Collister located?
Richard Craig Collister is based in LAKE FOREST, Illinois, working with ROUNDTABLE HEALTHCARE MANAGEMENT, INC. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.
How does Richard Craig Collister charge for services?
Richard Craig Collister'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 ROUNDTABLE HEALTHCARE MANAGEMENT, INC?
ROUNDTABLE HEALTHCARE MANAGEMENT, INC has approximately 29 employees and manages $3.0B 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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