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Robyn Kennedy O'Halloran

Chicago Capital Management Advisors, LLC

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About Robyn Kennedy O'Halloran

Robyn Kennedy O'Halloran is an Investment Advisor Representative at Chicago Capital Management Advisors, LLC. Robyn has been a registered Investment Advisor Representative since April 12, 2005. Robyn holds a Series 65 license and is registered in Illinois. Robyn's specialties include providing financial planning, portfolio management, and estate and insurance planning.

Firm Information

Robyn O'Halloran is currently registered with Chicago Capital Management Advisors, LLC. Chicago Capital Management Advisors, LLC is an investment advisor based in Lisle, IL. The firm has 10 licensed agents and 16 investment advisor representatives. They manage approximately $110,237,992 in regulatory assets under management, primarily for individuals. They offer financial planning and portfolio management services for individuals and provide estate and insurance planning services.
Chicago Capital Management Advisors, LLC

4722 MAIN STREET

LISLE, IL 60532

$110.24M

Assets Under Management

Not reported

Total Clients

13

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate and insurance planning

Estate and insurance planning

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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percentage of assets

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

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Robyn O'Halloran’s Registration & Firm History

IL

04/12/2005 - Present

Chicago Capital Management Advisors, LLC (LISLE IL)

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Licenses & Designations

IA

Issued 03/22/2005

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robyn Kennedy O'Halloran.
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