KORTENKAMP, JOSHUA F

RIASEC Registered
Total AUM
$7.4M
Discretionary
$7.4M
100% of AUM
Avg account
$172K
Accounts
43
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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: Exchange Traded Equities 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Contacts

1 of 1
  • Joshua Kortenkamp

    Registered Investment AdvisorCRD 7669727

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth