# IBBOTSON ASSOCIATES ADVISORS, LLC

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

## Registration

- CRD: 128081
- Type: SEC-registered investment adviser
- SEC file number: 801-62323
- Location: 225 N. MICHIGAN AVE, SUITE 700, CHICAGO, IL, 60601-7676
- Phone: 312-616-1620
- Latest filing: 2011-03-30
- Regulatory AUM: $2.6B
- Discretionary AUM: $2.6B
- Clients: 51
- Accounts: 117

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| SCHILLING DONALD SCOTT | CHIEF COMPLIANCE OFFICER AND SECRETARY | — |
| CHEN PENG | MANAGING DIRECTOR; PRESIDENT | — |
| MANSUETO JOSEPH DANIEL | SHAREHOLDER | — |
| WENTSEL SCOTT ALLEN | VICE PRESIDENT | — |
| LATHAM LORIE LEIGH | VICE PRESIDENT | — |
| HENKEL MICHAEL CHARLES | PRESIDENT; PRESIDENT & SECRETARY | — |
| IBBOTSON ROGER GLENN | CHAIRMAN; CHAIRMAN OF THE BOARD | — |
| ANNIN MICHAEL EDWARD | MANAGING DIRECTOR | — |
| MITCHELL DOREEN WURSTER | CHIEF COMPLIANCE OFFICER | — |
| ZASK EZRA | VICE PRESIDENT & DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128081/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128081/similar
- Related entities: https://search.stillhousedata.com/firm/128081/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128081

---

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.