Correll Co Investment Services Corp.
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
FINTRXOverview
Correll Co Investment Services Corp. is a privately owned corporate broker-dealer and insurance broker that has been SEC-registered since 1996. The firm serves both individual/family and institutional clients, providing portfolio management for individuals and small businesses alongside pension consulting services. Its advisory fees are charged as a percentage of assets under management. The firm does not position itself as a capital allocator, is not active on ESG investing, and is not a multistate adviser.
Assets & Accounts
Investments & Alternatives
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
Asset composition
- Private Funds100%
Contacts
3 of 13Terrence Ronczkowski
BrokerCRD 1042640
Melody Correll
Vice PresidentCRD 2256664
James Correll
PrincipalCRD 2728531
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Access Financial Group, Inc.
Broker-DealerChicago, IL
Mack Investment Securities, Inc.
Broker-DealerNorthfield, IL
Landolt Securities, Inc.
Broker-DealerLake Bluff, IL
James T. Borello & Co
Broker-DealerEast Dundee, IL
Insight Securities, Inc.
Broker-DealerHighland Park, IL
MWA Financial Services, Inc.
Broker-DealerRock Island, IL