Certitude Advisors, LLC

RIASEC Registered
Total AUM
$86M
Discretionary
$86M
100% of AUM
Avg account
$467K
Accounts
184
Employees
4
Advisory reps
3

Firm details

Headquarters
Northfield, Illinois
CRD number
171228
Custodians
RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM
Client types
  • HNWI83.01%
  • Individuals16.99%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Certitude Advisors, LLC is a small, privately owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and serves a client base described as individual and family investors. It is not positioned as an institutional allocator or pension consultant, does not identify as an ESG investor, and is not a multi-state or newly formed adviser. Advisory activity centers on discretionary portfolio management rather than large-scale capital allocation or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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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 63%, Cash & Cash Equivalents 16%, US Government Bonds 10%, State & Local Bonds 7%, Investment Grade Corp Bonds 4%63%
  • Exchange Traded Equities63%
  • Cash & Cash Equivalents16%
  • US Government Bonds10%
  • State & Local Bonds7%
  • Investment Grade Corp Bonds4%

Contacts

3 of 3
  • Tyler Pera

    Independent Financial AdvisorCRD 5883445

  • Ronald Fox

    Managing DirectorCRD 1302277

  • Steven Schneiderman

    SalesCRD 2330929

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