John Richard Frederick is a large advisory firm based in Rolling Meadows. It manages $56.57 million of regulatory assets for 301 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida and Illinois.
John Richard Frederick provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of John Richard Frederick is $56.57 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 68% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay John Richard Frederick for their services and products based on a percentage of assets under management. 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 principal office where John Richard Frederick performs its advisory services is located at 1788 Vermont Court, Rolling Meadows, IL 60008, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-358-5177 or by fax 847-358-5188. The normal business hours are 8:00am to 5:00pm on Monday - Friday.