Inland Investment Advisors, LLC is a large advisory firm based in Oak Brook. It manages $253.91 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Illinois.
Inland Investment Advisors 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.
The assets under management (AUM) of Inland Investment Advisors, LLC is $253.91 million. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Inland Investment Advisors, 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.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Inland Investment Advisors is high net worth individuals with 8 clients and $154.56 million of assets under management. Among the 8 most similar advisory firms, Inland Investment Advisors has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $253.91 million for 27 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Inland Investment Advisors doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Inland Investment Advisors, LLC performs its advisory services is located at 2901 Butterfield Road, Oak Brook, IL 60523, 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 (630) 218-8000 or by fax (630) 574-4306. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at inlandgroup.com/iiai.