Michael (Nmn) Perlow (Chicago)


Michael (Nmn) Perlow is a large advisory firm based in Chicago. It manages $444.9 million of regulatory assets for 103 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Florida, and Illinois.

Michael (Nmn) Perlow provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Michael (Nmn) Perlow: assets under management

The assets under management (AUM) of Michael (Nmn) Perlow is $444.9 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $444.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.32 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Michael (Nmn) Perlow for their services and products based on a percentage of assets under management and fixed fees. 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Abel (Nmn) Friedman Trustee 1 Dec 1998 Other 5905816

Based in Chicago

The principal office where Michael (Nmn) Perlow performs its advisory services is located at 208 S Lasalle St, Chicago, IL 60604, 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 312-236-3336 or by fax 312-236-9669. The normal business hours are 8:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.westwood-management.com.