HURON INVESTMENT MANAGEMENT, INC.
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 164983
- Website
- huroninvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.02%
- Individuals11.98%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities40%
- Private Funds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1TIMOTHY BODNAR
Owner & Managing DirectorCRD 5130172
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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