Tomchaney Investment Services, Inc.
Firm details
- Headquarters
- Orland Park, Illinois
- CRD number
- 139152
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.54%
- Individuals27.46%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Tomchaney Investment Services, Inc. is an independently owned registered investment adviser that manages portfolios for individual clients and small businesses. The firm charges fees based on a percentage of assets under management and focuses on discretionary portfolio management rather than institutional capital allocation or pension consulting. It does not identify as an active ESG investor and operates as a single-state, owner-managed advisory business.
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
- Exchange Traded Equities66%
- Cash & Cash Equivalents23%
- US Government Bonds6%
- Other5%
Contacts
1 of 1
Paul Tomchaney
Registered Investment AdvisorCRD 2777875
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Orland Park, IL
Cook
Location
Orland Park, IL
Headquartered in Orland Park, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 9439 W 144th Pl
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Casey Wealth Management, Inc.
RIAOrland Park, IL
Chancellor Financial Services, Inc.
RIAOrland Park, IL
Contour Financial
RIAOrland Park, IL
Quinn Financial Planning, LLC
RIAOrland Park, IL
JT Asset Allocation LLC
RIAOrland Park, IL
Wave & Breakout L.L.C.
RIAOrland Park, IL