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CTS Financial Planning, Inc.
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Overview Share
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Chicago, Illinois
$267.2 million AUM
1 office

CTS Financial Planning, Inc. is based in Chicago, Illinois and has $267.2 million in assets under management.

Location
737 North Michigan Avenue
Suite 2120
Chicago, IL 60611
$267.2 million
AUM
9
Employees
AUM Share
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$267,193,000
Assets under management
718 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 148 $52,657,000 20% $355,791
High net worth individuals 80 $214,536,000 80% $2,681,700
Employees Share
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9
Employees
4
Investment analysts
44% of total employees
AUM per employee Share
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$267,193,000
Assets under management
$29,688,111
AUM per employee
$66,798,250
AUM per investment analyst
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Compensation

CTS Financial Planning, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

CTS Financial Planning, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Firm data Share
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CRD number 110,960
SEC number 801-25781
Legal structure Corporation
Legal governance Illinois, United States
Latest ADV filing date April 22, 2020

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