HURON INVESTMENT MANAGEMENT, INC.

RIASEC Registered
Total AUM
$23.7M
Discretionary
$23.7M
100% of AUM
Avg account
$258K
Accounts
92
Employees
1
Advisory reps
1

Firm details

Headquarters
CHICAGO, Illinois
CRD number
164983
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI88.02%
  • Individuals11.98%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Huron Investment Management, Inc. is a small, privately owned advisory firm that provides portfolio management services to individual and family clients and small businesses. The firm operates on a percentage-of-assets fee model and manages discretionary portfolios through standard advisory channels rather than serving as a capital allocator or pension consultant. It does not identify as an active ESG investor and is not registered as a multi-state adviser. Advisory activity is focused on direct portfolio management for individuals and small businesses. Ownership is listed as individual, and the entity is organized as a corporation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 50%, Exchange Traded Equities 40%, Private Funds 5%, Cash & Cash Equivalents 5%50%
  • Public Funds/Mutual Funds50%
  • Exchange Traded Equities40%
  • Private Funds5%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • TIMOTHY BODNAR

    Owner & Managing DirectorCRD 5130172

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

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

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
420 W Huron St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth