Gottlieb Investment Management Corporation is a large advisory firm based in Chicago. It manages $114.22 million of regulatory assets for 148 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Illinois, Michigan, Nebraska, and New York.
Gottlieb Investment Management Corporation provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, 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.
The assets under management (AUM) of Gottlieb Investment Management Corporation is $114.22 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Gottlieb Investment Management Corporation for their services and products based on a percentage of assets under management and fixed fees. 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.
The principal office where Gottlieb Investment Management Corporation performs its advisory services is located at 20 N. Wacker Drive, Chicago, IL 60606, 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 312-580-0900 or by fax 312-580-0901. The normal business hours are 8 a.m - 4 p.m. on Monday - Friday.