Gantzert Investment is an investment advisor in Joliet with $283.79 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
364067114
SEC advisor number
801-51849
FINRA CRD number
106623
AUM ?
$283.79 mm
(as of 22 Oct 20)
Accounts
211
(as of 22 Oct 20)
Employees
3
(2 investment advisory or research)
Address
Gantzert Investment
1000 ESSINGTON ROAD
JOLIET
IL 60435
1000 ESSINGTON ROAD
JOLIET
IL 60435
Office hours
Monday - Friday, 8:30 AM - 4:30 PM
Phone
8157732312
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Gantzert, Paul, Everett | Managing Partner | 03/1996 | > 75% |
Tordai, Rhonda, Lea | Chief Compliance Officer; Partner | 03/1996 | 10-25% |
Carbery, Corinne, Ruth | Partner and Relationship Manager | 01/2015 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Oct 20
13F-HR
Quarterly holdings report by institutional manager
1 Jul 20
13F-HR
Quarterly holdings report by institutional manager
3 Apr 20
13F-HR
Quarterly holdings report by institutional manager
8 Jan 20
13F-HR
Quarterly holdings report by institutional manager
15 Oct 19
13F-HR
Quarterly holdings report by institutional manager
12 Jul 19
13F-HR
Quarterly holdings report by institutional manager
17 Apr 19
13F-HR/A
Quarterly holdings report by institutional manager (amended)
8 Feb 19
13F-HR
Quarterly holdings report by institutional manager
31 Jan 19