TAKAKI CLOSE & ASSOCIATES, LTD.
TAKAKI CLOSE & ASSOCIATES, LTD. of EVANSTON, IL is an SEC-registered investment adviser (CRD 110502). Regulatory assets under management: $172.7M.
Registration
- CRD: 110502
- SEC file number: 801-33214
- Type: Registered investment adviser
- Location: 1578 SHERMAN AVENUE, EVANSTON, IL, 60201
- Phone: 847-424-0465
- Latest filing: 2006-03-15
- Regulatory AUM: $172.7M
- Discretionary AUM: $111.9M
- Non-discretionary AUM: $60.8M
- Clients: 6
- Accounts: 790
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| CLOSE DAVID DOUGLAS | PRESIDENT; PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| TAKAKI STEVEN KAORU | DIRECTOR | — |
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