Fgmk/Preservaton Capital Partners, LLC is a large advisory firm based in Bannockburn. It manages $177.33 million of regulatory assets for 464 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Arizona, California, Colorado, and 23 other states.
Fgmk/Preservaton Capital Partners provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fgmk/Preservaton Capital Partners, LLC is $177.33 million. The firm's AUM has grown by 114% 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 Fgmk/Preservaton Capital Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, 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.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Fgmk/Preservaton Capital Partners is pension and profit sharing plans with 105 clients and $105.15 million of assets under management. Among the 7 most similar advisory firms, Fgmk/Preservaton Capital Partners has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $177.33 million for 465 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.
Fgmk/Preservaton Capital Partners doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives 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 Fgmk/Preservaton Capital Partners, LLC performs its advisory services is located at 2801 Lakeside Drive, Bannockburn, IL 60015, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-429-6100 or by fax 312-429-6110. The normal business hours are 8:30-5:00 on Monday - Friday.