ARDOR INVESTMENT MANAGEMENT CONSULTING
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Cash & Cash Equivalents35%
- Investment Grade Corp Bonds13%
- Public Funds/Mutual Funds10%
Contacts
2 of 2JEFFERY SCHAFF
PrincipalCRD 1680051
MICHELE SCHAFF
PrincipalCRD 2695097
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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