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Rik Willis Duryea

ALLEY INVESTMENT MANAGEMENT COMPANY, LLC·LAKE FOREST, Illinois
Unclaimed Profile
272 MARKET SQUARE, LAKE FOREST, IL 60045CRD# 2310257Firm CRD# 317544
01

About

Rik Willis Duryea is a registered financial advisor based in LAKE FOREST, Illinois, affiliated with ALLEY INVESTMENT MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ALLEY INVESTMENT MANAGEMENT COMPANY, LLC
ALLEY COMPANY
AUM
$765M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at ALLEY INVESTMENT MANAGEMENT COMPANY, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2310257
Firm CRD# 317544
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rik Willis Duryea offer?
Rik Willis Duryea specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LAKE FOREST, Illinois for a consultation.
What are Rik Willis Duryea's credentials?
Rik Willis Duryea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rik Willis Duryea located?
Rik Willis Duryea is based in LAKE FOREST, Illinois, working with ALLEY INVESTMENT MANAGEMENT COMPANY, LLC. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.
How does Rik Willis Duryea charge for services?
Rik Willis Duryea's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLEY INVESTMENT MANAGEMENT COMPANY, LLC?
ALLEY INVESTMENT MANAGEMENT COMPANY, LLC has approximately 8 employees and manages $765M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Martin Joel Auerbach — Z CAPITAL GROUP, L.L.C.Colleen (nmn) Chandler — VENNWELL, LLCDavid H Melsheimer — NORTH SHORE PRIVATE ASSET MANAGEMENT, LLCRoger Lane Johnson — WESTERN PACIFIC WEALTH MANAGEMENT, LPSusan Reichert Milanak — GEM FINANCIAL ADVISORS, INC.
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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