Podesta & Co. is an internet adviser based in Chicago. It manages $10.5 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.
Podesta & provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. 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 Podesta & Co. is $10.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% 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 Podesta & Co. for their services and products based on commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Carol Podesta Foley has been acting as President since 1 May 1986. James Sturtevant Hinman joined the executive team most recently as the Vice President.
The principal office where Podesta & Co. performs its advisory services is located at 208 South Lasalle Street, Chicago, IL 60604, 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 312-899-0133 or by fax 312-899-0910. The normal business hours are 8:30 to 4:00 on Monday - Friday. You can find more information about the New York firm at www.podestaco.com.