Commonwealth Realty Advisors Inc (Chicago)

Commonwealth Realty Advisors Inc is a pension cosultant based in Chicago. It has been registered with the SEC as an adviser since 2001.

Commonwealth Realty Advisors provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Commonwealth Realty Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based 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.

Careers at Commonwealth Realty Advisors Inc

Robert Schwartz has been acting as President since 1 Sep 1991. Daniel Bruce Ault joined the executive team most recently as the Chief Operating Officer/Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Schwartz	President	1 Sep 1991	Other	1466671
Robert Glenn Gibson	Director/chairman of the board	1 Feb 1992	Other	4346654
Mark Kirincich	Executive vice president	1 Mar 1992	Other	2582868
William F. Cellini Voting Trust U/A/D 12/16/1991	Shareholder	1 Aug 1992	50% - 75%	37-6330470
Claudia M Cellini	Beneficiary	1 Aug 1992	50% - 75%	2218320
Jr William F Cellini	Beneficiary	1 Aug 1992	50% - 75%	2218315
Daniel B. Ault	Vice president	1 Feb 1994	Other	4338605
Earl A. Deutsch Revocable Trust U/A/D 9/25/1998	Shareholder	1 Sep 1998	25% - 50%	xxx-xx-xxxx
Lois Deutsch	Spouse of beneficiary	1 Sep 1998	Other	4338650
Mark Kirincich	President	1 Aug 2001	Other	2582868
Robert Schwartz	Director	1 Aug 2001	Other	1466671
Daniel B. Ault	Senior vice president	1 Aug 2001	Other	4338605
Mark Raymond Kirincich	Chief executive officer	1 Aug 2001	Other	2582868
Daniel B. Ault	Chief compliance officer	1 Oct 2004	Other	4338605
William F. Cellini Jr. 1992 Revocable Trust U/A/D 08/24/92	Shareholder	1 Nov 2004	25% - 50%	37-6313490
Claudia Maria Cellini 1992 Revocable Trust U/A/D 8/24/92	Shareholder	1 Nov 2004	25% - 50%	37-6313490
William F Cellini	Trustee	1 Nov 2004	Other	2218302
Daniel B. Ault	Chief compliance officer	1 Jan 2005	Other	4338605
Claudia Maria Cellini	Co-trustee of the new holdings 2005 revocable trust dated 8/19/05	1 Aug 2005	Other	2218320
Jr William F Cellini	Co-trusteee of the cmc new holdings 2005 revocable trust dated 8/19/05	1 Aug 2005	Other	2218315
The New Holdings 2005 Revocable Trust Dated 8/19/05	Shareholder	1 Aug 2005	25% - 50%	xxx-xx-xxxx
The Cmc New Holdings 2005 Revocable Trust Dated 8/19/05	Shareholder	1 Aug 2005	25% - 50%	xxx-xx-xxxx
Jr William F Cellini	Director	1 Dec 2005	Other	2218315
Maria Del Carmen Cantarin	Spouse of beneficiary	1 Jan 2006	Other	5486275
Andrew Deutsch	Director	1 Dec 2007	Other	5476809
Mark Raymond Kirincich	President/shareholder	1 Jul 2009	50% - 75%	2582868
Daniel Bruce Ault	Chief operating officer/shareholder	1 Jul 2009	50% - 75%	4338605
Inc Ka Investment Holdings	Owner	1 Jul 2009	75% - 100%	27-0320749
Patricia Dixon Kirincich	Spouse of shareholder	1 Jul 2009	50% - 75%	5682911
Kimberly Ann Ault	Spouse of shareholder	1 Jul 2009	50% - 75%	5682951

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Julianna M Cellini	Trustee	1 Aug 1992	50% - 75%	2218311
Earl A. Deutsch	Trustee	1 Sep 1998	25% - 50%	4338573
Earl A. Deutsch Revocable Trust U/A/D 09/25/1998	Shareholder	1 Sep 1998	25% - 50%	xxx-xx-xxxx
Jr. 1992 Revocable Trust U/A/D 08/24/92 William F. Cellini	Shareholder	1 Nov 2004	25% - 50%	37-6313490
Claudia Maria Cellini 1992 Revocable Trust U/A/D 08/24/92	Shareholder	1 Nov 2004	25% - 50%	37-6313490
Jr William F Cellini	Trustee	1 Nov 2004	Other	2218315
Claudia M Cellini	Trustee	1 Nov 2004	Other	2218320

Based in Chicago

The principal office where Commonwealth Realty Advisors Inc performs its advisory services is located at 20 South Clark Street, Ste. 3000, Chicago, IL 60603, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.