Gofen and Glossberg LLC

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Assets, Funds, Holdings

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Gofen and Glossberg LLC
CRD #107859
SEC #801-54610
CIK #
AUM
Employees 37 (41% Investors, 0% Brokers)
Phone312-828-1100
Address455 N Cityfront Plaza Dr, Suite 3200
Chicago, IL 60611-5345
Source [IAPD] [Website]
Total AUM ($B)
7.56.04.53.01.50.01999200720152024
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 2,121 0.6
(b) Individuals (high net worth individuals) 1,252 4.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 44 0.1
(h) Charitable organizations 83 0.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.1
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 70 0.4
(n) Other 0 0.0
Total 3,573 6.5
By Discretionary
Discretionary 3,488 6.2
Non-Discretionary 85 0.3
Total 3,573 6.5
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 6.4
Total 3,573 6.5
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