ARDOR INVESTMENT MANAGEMENT CONSULTING

RIASEC Registered
Total AUM
$1.9M
Discretionary
$1.9M
100% of AUM
Avg account
$214K
Accounts
9
Employees
2
Advisory reps
2

Firm details

Headquarters
NORTHFIELD, Illinois
CRD number
123206
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Ardor Investment Management Consulting is a small, independent registered investment adviser operating as a corporation and serving individual and family clients. The firm functions as a capital allocator and provides a mix of advisory services that include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. Its business model combines ongoing percentage‑of‑AUM billing with hourly and fixed-fee engagements, which is consistent with an adviser that delivers both portfolio management and project-based planning work. The adviser appears to run a boutique, high‑touch practice: total assets are modest and all reported assets are discretionary, implying the firm manages client portfolios directly rather than only delivering advice. Ardor does not identify as an active ESG investor and is registered to operate in a single state. The firm lists industry affiliations with accountants and pension consultants, indicating it collaborates with other professional advisers when relevant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 42%, Cash & Cash Equivalents 35%, Investment Grade Corp Bonds 13%, Public Funds/Mutual Funds 10%42%
  • Exchange Traded Equities42%
  • Cash & Cash Equivalents35%
  • Investment Grade Corp Bonds13%
  • Public Funds/Mutual Funds10%

Contacts

2 of 2
  • JEFFERY SCHAFF

    PrincipalCRD 1680051

  • MICHELE SCHAFF

    PrincipalCRD 2695097

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NORTHFIELD, IL

COOK

Location

NORTHFIELD, IL

Headquartered in NORTHFIELD, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
1 Northfield Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth