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Daniel Patrick O'halloran

CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC·LISLE, Illinois
Unclaimed Profile
4722 MAIN STREET, LISLE, IL 60532CRD# 1391521Firm CRD# 123483
01

About

Daniel Patrick O'halloran is a registered financial advisor based in LISLE, Illinois, affiliated with CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
AUM
$110M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1391521
Firm CRD# 123483
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Patrick O'halloran offer?
Daniel Patrick O'halloran specializes in Financial Planning, Investment Management. Contact their office in LISLE, Illinois for a consultation.
What are Daniel Patrick O'halloran's credentials?
Daniel Patrick O'halloran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Patrick O'halloran located?
Daniel Patrick O'halloran is based in LISLE, Illinois, working with CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC. Their office serves clients in the LISLE metropolitan area and surrounding communities.
How does Daniel Patrick O'halloran charge for services?
Daniel Patrick O'halloran's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC?
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC has approximately 17 employees and manages $110M 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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