Brode Management Group Ltd (Glencoe)

Brode Management Group Ltd is an adviser based in Glencoe. It manages $38.95 million of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.

Brode Management Group 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.

Brode Management Group: assets under management

The assets under management (AUM) of Brode Management Group Ltd is $38.95 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $38.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $480.82 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Brode Management Group Ltd 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.

Careers at Brode Management Group Ltd

David Barry Brode has been acting as President since 1 Jul 1984. Christine Belinda Brode joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Barry Brode	President	1 Jul 1984	75% - 100%	31168
Christine Belinda Brode	Chief compliance officer	1 Jan 2004	Other	4307438

Based in Glencoe

The principal office where Brode Management Group Ltd performs its advisory services is located at 49 Estate Drive, Glencoe, IL 60022 1205, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.