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PARASOL INVESTMENT MANAGEMENT, LLC
PARASOL INVESTMENT MANAGEMENT, LLC
WESTMONT, Illinois
·
1 registered advisor
·
CRD# 156074
SEC# 801-72301
630-725-3303
01
Firm Overview
AUM
$122M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at PARASOL INVESTMENT MANAGEMENT, LLC
1 registered advisor
Joy Ann Gruber
WESTMONT, Illinois
CRD# 1480036
05
Office Locations
WESTMONT, Illinois
1 advisor
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Data sourced from SEC Form ADV filings. PARASOL INVESTMENT MANAGEMENT, LLC (CRD# 156074) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.