Unclaimed Profile

Roberta Sue Matlin

INLAND INSTITUTIONAL CAPITAL, LLC·OAK BROOK, Illinois

Clean recordINLAND INSTITUTIONAL CAPITAL, LLC

2901 BUTTERFIELD ROAD, OAK BROOK, IL 60523CRD# 1337495Firm CRD# 157789

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Roberta Sue Matlin · OAK BROOK, IL

Registration

CRD #1337495 · INLAND INSTITUTIONAL CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Roberta Sue Matlin is a registered financial advisor based in OAK BROOK, Illinois, affiliated with INLAND INSTITUTIONAL CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Wealth Management

Client Types

High Net Worth Individuals

Introduction

Speak with Roberta

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Roberta is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

INLAND INSTITUTIONAL CAPITAL, LLC

AUM

$8M

Regulatory assets under management

Employees

Total firm employees

View all advisors at INLAND INSTITUTIONAL CAPITAL, LLC →

Services

Financial planning

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1337495

Firm CRD# 157789

View on FINRA BrokerCheck →

Looking for a financial advisor in OAK BROOK?

Browse all registered financial advisors in OAK BROOK, Illinois or claim this profile if it's yours.

Browse OAK BROOK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Roberta Sue Matlin offer?

Roberta Sue Matlin specializes in Financial Planning, Wealth Management. Contact their office in OAK BROOK, Illinois for a consultation.

What are Roberta Sue Matlin's credentials?

Roberta Sue Matlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roberta Sue Matlin located?

Roberta Sue Matlin is based in OAK BROOK, Illinois, working with INLAND INSTITUTIONAL CAPITAL, LLC. Their office serves clients in the OAK BROOK metropolitan area and surrounding communities.

How does Roberta Sue Matlin charge for services?

Roberta Sue Matlin'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 INLAND INSTITUTIONAL CAPITAL, LLC?

INLAND INSTITUTIONAL CAPITAL, LLC has approximately 1 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →