International Equity Trading Partners, Ltd. is a large advisory firm based in Northfield. It manages $300 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.
International Equity Trading Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. 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 International Equity Trading Partners, Ltd. is $300 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -4% 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 International Equity Trading Partners, Ltd. 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.
David Schimel has been acting as President since 1 Feb 1997. Robert Francis Dolan joined the executive team most recently as the Managing Director.
The principal office where International Equity Trading Partners, Ltd. performs its advisory services is located at Two Northfield Plaza Ste 250, Northfield, IL 60093, 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 847-784-8500 or by fax 847-784-9999. The normal business hours are 7:00 am thru 7:00 pm on Monday - Friday.