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Pressman Financial Consulting Inc (Oak Park)


Pressman Financial Consulting Inc is a large advisory firm based in Oak Park. It manages $43.65 million of regulatory assets for 71 client accounts. It has been registered with the SEC as an adviser since 2001.




Pressman Financial Consulting provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pressman Financial Consulting: assets under management

The assets under management (AUM) of Pressman Financial Consulting Inc is $43.65 million. The firm's AUM has gone down by -32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $20.07 million in discretionary accounts and $23.59 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $590.22 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $637.44 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pressman Financial Consulting Inc for their services and products based on hourly charges and fixed fees. 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.

Based in Oak Park

The principal office where Pressman Financial Consulting Inc performs its advisory services is located at 641 S Wesley Ave, Oak Park, IL 60304, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 708-524-0444 or by fax 708-524-0430. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday.


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