# IBBOTSON ASSOCIATES, INC.

IBBOTSON ASSOCIATES, INC. of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 111057
- Type: SEC-registered investment adviser
- SEC file number: 801-57505
- Location: 22 WEST WASHINGTON STREET, CHICAGO, IL, 60602-7676
- Phone: 312-696-6700
- Latest filing: 2015-03-26
- Regulatory AUM: $38.0B
- Discretionary AUM: $38.0B
- Clients: 32
- Accounts: 861,845

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| SCHILLING DONALD SCOTT | CHIEF COMPLIANCE OFFICER | — |
| HENKEL MICHAEL | PRESIDENT | — |
| CHEN PENG | MANAGING DIRECTOR; PRESIDENT | — |
| MANSUETO JOSEPH DANIEL | SHAREHOLDER | — |
| WENTSEL SCOTT ALLEN | VICE PRESIDENT | — |
| LATHAM LORIE LEIGH | VICE PRESIDENT | — |
| FALASCHETTI DOMINIC ANTHONY | 401K SENIOR CONSULTANT | — |
| IDZOREK THOMAS MARK | CHIEF INVESTMENT OFFICER; PRESIDENT AND CIO; VICE PRESIDENT | — |
| MICHAELS ELIZABETH G | VICE PRESIDENT | — |
| IBBOTSON ROGER GLENN | CHAIRMAN OF THE BOARD | — |
| BARDELL RITA KAY | CHIEF COMPLIANCE OFFICER | — |
| ANNIN MICHAEL EDWARD | MANAGING DIRECTOR | — |
| KOWALCZYK MARK ALEXANDER | MANAGING DIRECTOR | — |
| DELMAN LAURA L | MANAGING DIRECTOR | — |
| KREGER JOHN | MANAGING DIRECTOR | — |
| MITCHELL DOREEN WURSTER | CHIEF COMPLIANCE OFFICER | — |
| SINGLETON JORDAN CLAY | VICE PRESIDENT | — |
| NEEDHAM DANIEL | PRESIDENT | — |
| RADGOWSKI MATTHEW JOSEPH | MANAGING DIRECTOR | — |
| KRAFCISIN TERESA M | VICE PRESIDENT - DIRECTOR OF FINANCE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111057/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111057/similar
- Related entities: https://search.stillhousedata.com/firm/111057/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111057

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.