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Kathi Jo Inorio

OFS CAPITAL MANAGEMENT, LLC·ROLLING MEADOWS, Illinois
Unclaimed Profile
2850 WEST GOLF ROAD, ROLLING MEADOWS, IL 60008CRD# 5777992Firm CRD# 153533
01

About

Kathi Jo Inorio is a registered financial advisor based in ROLLING MEADOWS, Illinois, affiliated with OFS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
OFS CAPITAL MANAGEMENT, LLC
OFS CAPITAL MANAGEMENT, LLC
AUM
$2.5B
Regulatory assets under management
Employees
53
Total firm employees
View all advisors at OFS CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5777992
Firm CRD# 153533
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathi Jo Inorio offer?
Kathi Jo Inorio specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ROLLING MEADOWS, Illinois for a consultation.
What are Kathi Jo Inorio's credentials?
Kathi Jo Inorio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathi Jo Inorio located?
Kathi Jo Inorio is based in ROLLING MEADOWS, Illinois, working with OFS CAPITAL MANAGEMENT, LLC. Their office serves clients in the ROLLING MEADOWS metropolitan area and surrounding communities.
How does Kathi Jo Inorio charge for services?
Kathi Jo Inorio'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 OFS CAPITAL MANAGEMENT, LLC?
OFS CAPITAL MANAGEMENT, LLC has approximately 53 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ROLLING MEADOWS
Iii Benjamin Baldwin — RESPONSIVE FINANCIAL GROUP, INC.John Joseph Caraher — GALLAGHER FIDUCIARY ADVISORS, LLCJack Henry Lazzaro — GALLAGHER FIDUCIARY ADVISORS, LLCPaul Francis Wasikowski — GALLAGHER FIDUCIARY ADVISORS, LLCNicolas Ettore Medina — GALLAGHER FIDUCIARY ADVISORS, LLC
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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