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Christopher Lee Oswald

MCDONNELL INVESTMENT MANAGEMENT, LLC·OAKBROOK TERRACE, Illinois
MCDONNELL INVESTMENT MANAGEMENT, LLC
18W140 BUTTERFIELD ROAD, OAKBROOK TERRACE, IL 60181CRD# 3201067Firm CRD# 166176

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Lee Oswald · OAKBROOK TERRACE, IL
Registration
CRD #3201067 · MCDONNELL INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Christopher Lee Oswald is a registered financial advisor based in OAKBROOK TERRACE, Illinois, affiliated with MCDONNELL INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
Introduction

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03

Firm Overview

Firm
MCDONNELL INVESTMENT MANAGEMENT, LLC
MCDONNELL INVESTMENT MANAGEMENT, LLC
AUM
$11.7B
Regulatory assets under management
Employees
50
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3201067
Firm CRD# 166176
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher Lee Oswald offer?
Christopher Lee Oswald specializes in Investment Management, Wealth Management. Contact their office in OAKBROOK TERRACE, Illinois for a consultation.
What are Christopher Lee Oswald's credentials?
Christopher Lee Oswald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Lee Oswald located?
Christopher Lee Oswald is based in OAKBROOK TERRACE, Illinois, working with MCDONNELL INVESTMENT MANAGEMENT, LLC. Their office serves clients in the OAKBROOK TERRACE metropolitan area and surrounding communities.
How does Christopher Lee Oswald charge for services?
Christopher Lee Oswald's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCDONNELL INVESTMENT MANAGEMENT, LLC?
MCDONNELL INVESTMENT MANAGEMENT, LLC has approximately 50 employees and manages $11.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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