Sosnoff Sheridan Corp is a large advisory firm based in Chicago. It manages $340 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.
Sosnoff Sheridan Corp provides portfolio management for investment companies and portfolio management for pooled investment vehicles. 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 Sosnoff Sheridan Corp is $340 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sosnoff Sheridan Corp for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Tom Sosnoff has been acting as President since 1 May 1995. Scott Daniel Sheridan joined the executive team most recently as the Vice President.
The principal office where Sosnoff Sheridan Corp performs its advisory services is located at 3304 North Lincoln, Chicago, IL 60657, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 773-435-3210 or by fax 773-435-3232. The normal business hours are 8:00 a.m. to 4:30 p.m. on Monday - Friday.