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Paul Stuart Courtney

Springtide Partners

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About Paul Stuart Courtney

Paul Courtney is a financial advisor at Springtide Partners, with a focus on providing investment research and portfolio management for individuals. Paul Courtney has been with Springtide Partners since 2017. Prior to that, Paul Courtney worked at Altair Advisers and Foster Bridge Partners. Paul Courtney is a Chartered Financial Analyst and holds licenses in Illinois, Minnesota and Texas.

Firm Information

Paul Courtney is currently registered with Springtide Partners. Springtide Partners is an investment advisory firm based in Chicago, Illinois. They provide investment research and portfolio management services to individuals, charitable organizations, and other investment advisors. The firm manages approximately $42 million in assets for 93 clients.
Springtide Partners

444 NORTH WABASH AVENUE

CHICAGO, IL 60611

$42.09M

Assets Under Management

27

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment research

Investment research

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Courtney’s Registration & Firm History

IL

03/28/2023 - Present

Springtide Partners (CHICAGO IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Stuart Courtney.
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