Sikich Cozad Asset Management LLC is a large advisory firm based in Champaign. It manages $51.09 million of regulatory assets for 378 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois and Minnesota.
Sikich Cozad Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sikich Cozad Asset Management LLC is $51.09 million. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sikich Cozad Asset Management LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Sikich Cozad Asset Management LLC performs its advisory services is located at 2501 Galen Dr, Champaign, IL 61821 The mailing address of the firm is P. O. Box 3669, Champaign, IL 61826 3669. An additional office of the firm is in Aurora, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 217-356-8363 or by fax 217-355-1359. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.sikich.com/scozad/.