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Todd Gambit

Advisor at Gambit Asset Management

Updated today
Gambit Asset Management logo

Firm

Gambit Asset Management

Location

Northbrook, IL 60062

Credentials

CFP®, Series 63, Series 65

Industry experience

10 years

About

Todd Gambit is a CFP®-certified financial advisor with nine years of industry experience. He is the founder of Gambit Asset Management in Northbrook, IL, where he has worked since 2018. Prior to establishing his firm, he held roles at Quantum Private Wealth, CrossCountry Mortgage, Guaranteed Rate, and Chicago Partners Wealth Advisors. In addition to his advisory work, Gambit is a licensed loan officer at CrossCountry Mortgage. Gambit Asset Management serves individual and high-net-worth clients with portfolio management and financial planning, including family office and pension/profit-sharing plan services. The firm employs customized strategies using a range of model portfolios and incorporates fundamental, technical, and modern portfolio theory analysis, offering both discretionary and non-discretionary advisory arrangements.

Client services

Based on Gambit Asset Management

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Gambit Asset Management

Private / alternative investments Real estate investing Options & derivatives strategies Wealth management

Fee options

Percentage

1.00% annually

Project-based

$600 per hour for financial consulting services

Other

Account minimum: $1,000,000

Location

630 Dundee Rd, Suite 135

Northbrook, IL 60062

Most active in

Illinois

Work history

Gambit Investment Group LLC dba Gambit Asset Management

2021 - Present (5 years)

Gambit Investment Group LLC dba Gambit Asset Management

2021 - Present (5 years)

Quantum Private Wealth, LLC

2021 - 2021 (1 year)

CrossCountry Mortgage

2020 - Present (6 years)

Quantum Private Wealth, LLC

2020 - 2021 (1 year)

Gambit Investment Group LLC dba Gambit Asset Management

2018 - 2020 (2 years)

Gambit Investment Group LLC dba Gambit Asset Management

2018 - 2020 (2 years)

Guaranteed Rate

2017 - 2020 (3 years)

Chicago Partners Wealth Advisors

2015 - 2018 (3 years)

Chicago Partners Investment Group, LLC

2015 - 2018 (3 years)

Disclosures

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Business activities & affiliations

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