Correll Co Investment Services Corp.

Broker-DealerFINRA Member

Total AUM

$233M

Discretionary

$15.4M

7% of AUM

Accounts

71

Employees

4

Advisory reps

13

Brokerage reps

3

Firm details

Headquarters: Hickory Hills, Illinois
CRD number: 38995
Registered since: May 17, 1996
Website: www.cciscinvestments.com
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans99.54%
Individuals0.46%
Services: Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Correll Co Investment Services Corp. is a small, Illinois-registered corporation that combines broker-dealer and insurance broker activities with advisory services focused on portfolio management for individuals and small businesses and pension consulting. The firm serves both individual and family clients as well as institutional relationships, charging advisory fees on a percentage-of-AUM basis. Ownership is held by an individual; the firm does not position itself as a capital allocator and is not structured as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Private Funds100%

Contacts

3 of 13

Terrence Ronczkowski
BrokerCRD 1042640
Melody Correll
Vice PresidentCRD 2256664
James Correll
PrincipalCRD 2728531

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Hickory Hills, IL

Cook

Location

Hickory Hills, IL

Headquartered in Hickory Hills, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area: Chicago-Naperville, IL-IN-WI
Region: Midwest
County: Cook
Address: 9655 S 78th Ave
Time zone: CT (UTC-6)
Office locations

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