W A Proskow, LLC (Lake Barrington)


W A Proskow, LLC is an adviser based in Lake Barrington. It manages $60.04 million of regulatory assets for 43 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Nebraska and New Hampshire.

W A Proskow provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

W A Proskow: assets under management

The assets under management (AUM) of W A Proskow, LLC is $60.04 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 116% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $60.04 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.4 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay W A Proskow, LLC 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 Lake Barrington

The principal office where W A Proskow, LLC performs its advisory services is located at 26820 W Lakeview Drive S, Lake Barrington, IL 60084, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-487-7108 or by fax 847-526-6777. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.