Totem Asset Group, LLC
Firm details
- Headquarters
- Evanston, Illinois
- CRD number
- 342360
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Totem Asset Group, LLC is an Illinois-registered limited liability company operated by an individual owner. The firm offers financial planning and portfolio management services targeted at individuals and small businesses, and acts as a capital allocator by selecting and overseeing other advisers on clients’ behalf. Its fee arrangements are flexible and include percentage-of-AUM, hourly, fixed-fee, and performance-based billing. Totem does not identify itself as an active ESG investor and is not described as a multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
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
Location
Evanston, IL
Cook
Location
Evanston, IL
Headquartered in Evanston, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 2510 Green Bay Rd
- Time zone
- CT (UTC-6)
- Office locations
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