Kortenkamp, Joshua F
Firm details
- Headquarters
- Gurnee, Illinois
- CRD number
- 322425
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.38%
- Individuals21.62%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Joshua F. Kortenkamp operates as a sole proprietorship focused on providing portfolio management services primarily for individuals and small businesses. The firm does not classify itself under a specific investment category and does not engage in capital allocation or pension consulting. The fee structure is based on a percentage of assets under management, aligning the firm’s interests with those of its clients. While not an active ESG investor, Kortenkamp emphasizes a tailored approach to investment management, catering to the unique needs of individual and family clients.
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 Equities96%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Joshua Kortenkamp
Registered Investment AdvisorCRD 7669727
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Gurnee, IL
Lake
Location
Gurnee, IL
Headquartered in Gurnee, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 4343 Old Grand Ave
- Time zone
- CT (UTC-6)
- Office locations
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