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Ctn Investment Strategies, LLC (Chicago)


Ctn Investment Strategies, LLC is a large advisory firm based in Chicago. It manages $175.5 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Illinois and Massachusetts.

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Ctn Investment Strategies provides portfolio management for pooled investment vehicles, selection of other advisers, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ctn Investment Strategies: assets under management

The assets under management (AUM) of Ctn Investment Strategies, LLC is $175.5 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $175.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $175.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ctn Investment Strategies, LLC for their services and products based on a percentage of assets under management and performance-based 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.

Based in Chicago

The principal office where Ctn Investment Strategies, LLC performs its advisory services is located at 230 S. Lasalle Street, Chicago, IL 60604, 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 312-244-5477 or by fax 312-244-5480. The normal business hours are 8:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.ctnstrategic.com.


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