Ahc Advisors, Inc. is a pension cosultant based in St. Charles. It manages $176.03 million of regulatory assets for 197 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Illinois and Iowa.
Ahc Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ahc Advisors, Inc. is $176.03 million. The firm's AUM has grown by 8283% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ahc Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and state or municipal government entities. The largest group of clients of Ahc Advisors is state or municipal government entities with 2 clients and $121.37 million of assets under management. Among the 8 most similar advisory firms, Ahc Advisors has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $176.03 million for 59 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Ahc Advisors doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Ahc Advisors, Inc. performs its advisory services is located at 380 South 1 St Street, St. Charles, IL 60174, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 630-762-8185 or by fax 630-762-8390. The normal business hours are 8:30am - 5pm on Monday - Friday. You can find more information about the New York firm at 401kfee.com.