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Ian M Kos

TETLEY INVESTMENTS, LLC·PARK RIDGE, Illinois
Unclaimed Profile
444 N NORTHWEST HWY., PARK RIDGE, IL 60068CRD# 6119885Firm CRD# 164130
01

About

Ian M Kos is a registered financial advisor based in PARK RIDGE, Illinois, affiliated with TETLEY INVESTMENTS, 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
TETLEY INVESTMENTS, LLC
TETLEY INVESTMENTS, LLC
AUM
$156M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6119885
Firm CRD# 164130
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ian M Kos offer?
Ian M Kos specializes in Financial Planning, Investment Management. Contact their office in PARK RIDGE, Illinois for a consultation.
What are Ian M Kos's credentials?
Ian M Kos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ian M Kos located?
Ian M Kos is based in PARK RIDGE, Illinois, working with TETLEY INVESTMENTS, LLC. Their office serves clients in the PARK RIDGE metropolitan area and surrounding communities.
How does Ian M Kos charge for services?
Ian M Kos'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 TETLEY INVESTMENTS, LLC?
TETLEY INVESTMENTS, LLC has approximately 3 employees and manages $156M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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