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Cari Zalesiak

INNOVATOR CAPITAL MANAGEMENT, LLC·WHEATON, Illinois
Unclaimed Profile
200 W FRONT ST, WHEATON, IL 60187CRD# 5790018Firm CRD# 287718
01

About

Cari Zalesiak is a registered financial advisor based in WHEATON, Illinois, affiliated with INNOVATOR CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
INNOVATOR CAPITAL MANAGEMENT, LLC
INNOVATOR CAPITAL MANAGEMENT, LLC
AUM
$17.4B
Regulatory assets under management
Employees
48
Total firm employees
View all advisors at INNOVATOR CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5790018
Firm CRD# 287718
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cari Zalesiak offer?
Cari Zalesiak specializes in Investment Management, Fee-Only Advisory. Contact their office in WHEATON, Illinois for a consultation.
What are Cari Zalesiak's credentials?
Cari Zalesiak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cari Zalesiak located?
Cari Zalesiak is based in WHEATON, Illinois, working with INNOVATOR CAPITAL MANAGEMENT, LLC. Their office serves clients in the WHEATON metropolitan area and surrounding communities.
How does Cari Zalesiak charge for services?
Cari Zalesiak's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INNOVATOR CAPITAL MANAGEMENT, LLC?
INNOVATOR CAPITAL MANAGEMENT, LLC has approximately 48 employees and manages $17.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WHEATON
Michael Ruvo — BONDWAVE LLCPaul William Daley — BONDWAVE LLCMichael Chintala — BONDWAVE LLCKevin Richard Gustafson — INNOVATOR CAPITAL MANAGEMENT, LLCAlexander Gonzalez — NEW HYDE PARK 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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