Brode Management Group Ltd is an adviser based in Glencoe. It manages $38.95 million of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.
Brode Management Group provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brode Management Group Ltd is $38.95 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Brode Management Group Ltd for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Barry Brode has been acting as President since 1 Jul 1984. Christine Belinda Brode joined the executive team most recently as the Chief Compliance Officer.
The principal office where Brode Management Group Ltd performs its advisory services is located at 49 Estate Drive, Glencoe, IL 60022 1205, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-242-0494 or by fax 847-242-0711. The normal business hours are 9:00a.m-5:00p.m on Monday - Friday.