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Investment Consultants LLC

● SEC registered since 2021CRD 314810SEC# 801-121405
Export (members)
Reg. AUM
$122.7M
Employees
1
Accounts
19
Location

Investment Consultants LLC assets under management

Investment Consultants LLC operates as an SEC-registered investment adviser. The firm has been registered since 2021. It reports $122.7 million in regulatory assets under management and employs 1 people.

Investment Consultants LLC owners & executives

1 reported
NameTitleOwnershipSince
William Daniel Gela ControlManaging Director, Chief Compliance Officer & OwnerOver 75%2021

Frequently asked questions

How much does Investment Consultants LLC manage?

Investment Consultants LLC reports $122.7 million in regulatory assets under management on its Form ADV.

How many employees does Investment Consultants LLC have?

Investment Consultants LLC reports 1 employees.

Does Investment Consultants LLC disclose fund performance?

Investment Consultants LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone847-492-9559
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$122.7M▼ 22%
Feb '25 — $157.2MMar '25 — $157.2MApr '25 — $157.2MMay '25 — $157.2MJun '25 — $157.2MJul '25 — $157.2MAug '25 — $157.2MSep '25 — $157.2MOct '25 — $157.2MNov '25 — $157.2MDec '25 — $157.2MJan '26 — $157.2MFeb '26 — $157.2MMar '26 — $122.7MApr '26 — $122.7MMay '26 — $122.7MJun '26 — $122.7M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$122.7Mregulatory AUM
Discretionary $0Non-discretionary $122.7M