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Mcdevitt & Bird Investment Management Co (Elizabeth)


Mcdevitt & Bird Investment Management Co is an adviser based in Elizabeth. It manages $34.3 million of regulatory assets for 56 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Wisconsin.




Mcdevitt & Bird Investment Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcdevitt & Bird Investment Management: assets under management

The assets under management (AUM) of Mcdevitt & Bird Investment Management Co is $34.3 million. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $24.4 million in discretionary accounts and $9.9 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $567.44 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $761.54 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcdevitt & Bird Investment Management Co for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Elizabeth

The principal office where Mcdevitt & Bird Investment Management Co performs its advisory services is located at 2660 West Longhollow Road, Elizabeth, IL 61028 9455 The mailing address of the firm is P.O. Box 507, Elizabeth, IL 61028 0507. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 815-858-2457 or by fax 815-858-3376. The normal business hours are 8:30 am to 4:30 pm on Monday - Friday.


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