SUCCESSFUL FINANCIAL SOLUTIONS INC
SUCCESSFUL FINANCIAL SOLUTIONS INC of NORTHBROOK, IL is an SEC-registered investment adviser (CRD 108532). Regulatory assets under management: $40.7M.
Registration
- CRD: 108532
- SEC file number: 801-56527
- Type: Registered investment adviser
- Location: 3100 DUNDEE ROAD, SUITE 402, NORTHBROOK, IL, 60062
- Phone: 847-480-1490
- Latest filing: 2003-10-28
- Regulatory AUM: $40.7M
- Discretionary AUM: $40.7M
- Clients: 1
- Accounts: 163
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| BLUM SIDNEY ARNOLD | PRESIDENT AND SHAREHOLDER | — |
| CHIOZZI RICHARD EMILIO | SHAREHOLDER; VICE PRESIDENT AND SHAREHOLDER | — |
| DOLAND PATRICK | VICE PRESIDENT AND SHAREHOLDER | — |
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