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Diana Fitzgerald Jordan

SIKICH CAPITAL MANAGEMENT LLC·SPRINGFIELD, Illinois
Unclaimed Profile
3201 WEST WHITE OAKS DRIVE, SPRINGFIELD, IL 62704CRD# 4202634Firm CRD# 142640
01

About

Diana Fitzgerald Jordan is a registered financial advisor based in SPRINGFIELD, Illinois, affiliated with SIKICH CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SIKICH CAPITAL MANAGEMENT LLC
SIKICH FINANCIAL
AUM
$749M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at SIKICH CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4202634
Firm CRD# 142640
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Diana Fitzgerald Jordan offer?
Diana Fitzgerald Jordan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPRINGFIELD, Illinois for a consultation.
What are Diana Fitzgerald Jordan's credentials?
Diana Fitzgerald Jordan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Diana Fitzgerald Jordan located?
Diana Fitzgerald Jordan is based in SPRINGFIELD, Illinois, working with SIKICH CAPITAL MANAGEMENT LLC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.
How does Diana Fitzgerald Jordan charge for services?
Diana Fitzgerald Jordan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIKICH CAPITAL MANAGEMENT LLC?
SIKICH CAPITAL MANAGEMENT LLC has approximately 21 employees and manages $749M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SPRINGFIELD
Danielle M. Hunt — KEB ASSET MANAGEMENT, LLCRichard Robert Gratza — KEB ASSET MANAGEMENT, LLCBarry Craig Stark — SIKICH CAPITAL MANAGEMENT LLCKimberly Ann Johnson — HORACE MANN INVESTORS, INC.David Wayne Burnett — KEB ASSET MANAGEMENT, 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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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