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CHURCHILL INVESTMENT MANAGEMENT LLC
CHURCHILL INVESTMENT MANAGEMENT LLC
CHURCHILL INVESTMENT MANAGEMENT, LLC
CHARLOTTE, North Carolina
·
11 registered advisors
·
CRD# 305060
SEC# 801-121168
2
646-517-5353
01
Firm Overview
AUM
$187M
Regulatory assets under management
Employees
85
Total firm employees
Advisors
11
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
Other: ADVANCE, SERVICING, EXTENSION AND MODIFICATION FEES
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at CHURCHILL INVESTMENT MANAGEMENT LLC
11 registered advisors
Anthony Michael Cardiero
CHARLOTTE, North Carolina
CRD# 7892949
Brian Jacob Shatz
CHARLOTTE, North Carolina
CRD# 2927864
Derrick Matthew Land
CHARLOTTE, North Carolina
CRD# 5885946
Joseph Albert Grogan
CHARLOTTE, North Carolina
CRD# 4901846
Joshua Benjamin Zegen
CHARLOTTE, North Carolina
CRD# 2779211
Justin Wyatt Ehrlich
CHARLOTTE, North Carolina
CRD# 6170501
Michael David Shaffer
CHARLOTTE, North Carolina
CRD# 7811849
Ragan Melanie Schneider
CHARLOTTE, North Carolina
CRD# 7185151
Robert Konstantine Dakis
CHARLOTTE, North Carolina
CRD# 7349085
Sorabh Maheshwari
CHARLOTTE, North Carolina
CRD# 4206058
Stephen Travis Masters
CHARLOTTE, North Carolina
CRD# 5926141
05
Office Locations
CHARLOTTE, North Carolina
11 advisors
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Data sourced from SEC Form ADV filings. CHURCHILL INVESTMENT MANAGEMENT LLC (CRD# 305060) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.