INLAND ADVISORY SERVICES, LLC

RIASEC RegisteredEst. 2026
Total AUM
$443M
Discretionary
$0
0% of AUM
Avg account
$443M
Accounts
1
Employees
48
Advisory reps
2

Firm details

Headquarters
OAK BROOK, Illinois
CRD number
338893
Registered since
January 6, 2026
Fee structure
Other
Client types
  • Other100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Inland Advisory Services, LLC is an SEC-registered limited liability company that provides portfolio management for business and institutional clients. The firm reports an institutional client base and an advisory focus on managing portfolios for organizations rather than individual retail households. It identifies its fee structure as "Other" and is not flagged as an active ESG investor, a pension consultant, or a multi-state adviser. Regulatory and industry affiliations include roles as a broker-dealer sponsor, sponsor of limited partnerships (excluding some pooled vehicles), and sponsor/GP/managing member of pooled investment vehicles. SEC registration is listed as 2026. The firm is classified as unclassified and is organized as a domestic entity with individual ownership interest. It does not present itself as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • ANTHONY CHERESO

    Chief Financial OfficerCRD 5289928

  • CATHLEEN MAY-ORBAN HRTANEK

    Chief Operating OfficerCRD 7886681

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

OAK BROOK, IL

DU PAGE

Location

OAK BROOK, IL

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

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
DU PAGE
Address
2901 Butterfield Rd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth