Unclaimed Profile

Diana Fitzgerald Jordan

SIKICH CAPITAL MANAGEMENT LLC·SPRINGFIELD, Illinois

Clean recordSIKICH CAPITAL MANAGEMENT LLC

3201 WEST WHITE OAKS DRIVE, SPRINGFIELD, IL 62704CRD# 4202634Firm CRD# 142640

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Diana Fitzgerald Jordan · SPRINGFIELD, IL

Registration

CRD #4202634 · SIKICH CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

SIKICH CAPITAL MANAGEMENT LLC

SIKICH FINANCIAL

AUM

$749M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4202634

Firm CRD# 142640

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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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