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Georgetowne Fund Management Corporation (Wilmette)


Georgetowne Fund Management Corporation is an adviser based in Wilmette. It manages $963.64 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003.

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Georgetowne Fund Management Corporation provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Georgetowne Fund Management Corporation: assets under management

The assets under management (AUM) of Georgetowne Fund Management Corporation is $963.64 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 221% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $963.64 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $963.64 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Georgetowne Fund Management Corporation for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wilmette

The principal office where Georgetowne Fund Management Corporation performs its advisory services is located at 345 Romona Rd., Wilmette, IL 60091, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 847-251-5973 or by fax 914-931-1694. The normal business hours are visits by appointment only on Other. You can find more information about the New York firm at www.georgetownefunds.com.


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