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Estelle Valsamis

SPOTLIGHT ASSET GROUP, INC.·OAKBROOK TERRACE, Illinois
Unclaimed Profile
2 MID AMERICA PLAZA, OAKBROOK TERRACE, IL 60181-4717CRD# 7197670Firm CRD# 288076
01

About

Estelle Valsamis is a registered financial advisor based in OAKBROOK TERRACE, Illinois, affiliated with SPOTLIGHT ASSET GROUP, INC.. 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
SPOTLIGHT ASSET GROUP, INC.
SPOTLIGHT ASSET GROUP
AUM
$205M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SPOTLIGHT ASSET GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7197670
Firm CRD# 288076
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Estelle Valsamis offer?
Estelle Valsamis specializes in Financial Planning, Investment Management. Contact their office in OAKBROOK TERRACE, Illinois for a consultation.
What are Estelle Valsamis's credentials?
Estelle Valsamis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Estelle Valsamis located?
Estelle Valsamis is based in OAKBROOK TERRACE, Illinois, working with SPOTLIGHT ASSET GROUP, INC.. Their office serves clients in the OAKBROOK TERRACE metropolitan area and surrounding communities.
How does Estelle Valsamis charge for services?
Estelle Valsamis'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 SPOTLIGHT ASSET GROUP, INC.?
SPOTLIGHT ASSET GROUP, INC. has approximately 4 employees and manages $205M 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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