Wanger Investment Management, Inc. (Chicago)

Name: Wanger Investment Management, Inc.
Address: 401 N. Michigan Avenue, Chicago, IL, 60611
Telephone: 312-245-8000

Wanger Investment Management, Inc. is a large advisory firm based in Chicago. It manages $36 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Illinois.

Wanger Investment Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wanger Investment Management: assets under management

The assets under management (AUM) of Wanger Investment Management, Inc. is $36 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $36 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.14 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wanger Investment Management, Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based 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.

Careers at Wanger Investment Management, Inc.

Eric David Wanger has been acting as President since 1 Jan 1991. Kelly Ann Dettmann joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Eric David Wanger	President/chief compliance officer	1 Jan 1991	75% - 100%	4727229
Thomas Fitzgerald Mulroy	Chief operating officer	1 Sep 2009	Other	2032552
Kelly Ann Dettmann	Chief financial officer	1 Feb 2011	Other	1391683

Based in Chicago

The principal office where Wanger Investment Management, Inc. performs its advisory services is located at 401 N. Michigan Avenue, Chicago, IL 60611, 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 312-245-8000 or by fax 661-459-2328. The normal business hours are 8am-6pm on Monday - Friday. You can find more information about the New York firm at www.wangerfunds.com.