Killian Asset Management L.L.C. (Palatine)

Killian Asset Management L.L.C. is a large advisory firm based in Palatine. It manages $91 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Illinois.

Killian Asset Management L.L.C 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.

Killian Asset Management L.L.C: assets under management

The assets under management (AUM) of Killian Asset Management L.L.C. is $91 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $86 million in discretionary accounts and $5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.14 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Killian Asset Management L.L.C. 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 Killian Asset Management L.L.C.

Donald Joseph Killian has been acting as President since 1 Aug 2005. Martin Joseph Mclaughlin joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeremiah Lynch	Chief compliance officer	1 Feb 1991	Other	4917718
Martin Joseph Mclaughlin	Shareholder	1 Aug 2005	Other	1721288
Kathleen Killian Mclaughlin	Shareholder	1 Aug 2005	Other	4917732
Donald Joseph Killian	President/ceo	1 Aug 2005	50% - 75%	5058261

Based in Palatine

The principal office where Killian Asset Management L.L.C. performs its advisory services is located at 1250 W Northwest Hwy, Palatine, IL 60067, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.