Company profile
Website
Employees
Location
SEC CIK
IRS number
362708660
SEC advisor number
801-7395
FINRA CRD number
728
AUM ?
$2.00 bn
(as of 27 Mar 24)
Accounts
2,211
(as of 27 Mar 24)
Employees
40
(20 investment advisory or research)
Address
Rothschild Investment
311 SOUTH WACKER DRIVE
SUITE 6500
CHICAGO
IL 60606
311 SOUTH WACKER DRIVE
SUITE 6500
CHICAGO
IL 60606
Phone
3129838900
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Oct 21
13F-HR
Quarterly holdings report by institutional manager
19 Jul 21