Mesirow Financial Investment Management, Inc.

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Total assets under management

$43,420,623,000

Total clients

14,054

100% high-net worth

Total advisors

of 197 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

162

Average account size

$3,089,556

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Main office location

Mesirow Financial Investment Management, Inc.

353 N. Clark St

Chicago IL 60654, United States

Number of offices

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X YouTube Website 800-621-4421

Advisors at this firm

Norman S

Series 63, Series 65

Chicago, IL

Mesirow Financial Investment Management, Inc.

Daniel N

Series 66

Chicago, IL

Mesirow Financial Investment Management, Inc.

Jennifer R

Series 63, Series 65

Highland Park, IL

Mesirow Financial Investment Management, Inc.

Michael B

Series 63, Series 65

Chicago, IL

Mesirow Financial Investment Management, Inc.

Sophia Y

Series 66

Chicago, IL

Mesirow Financial Investment Management, Inc.

Stephanie F

Series 63, Series 66

Chicago, IL

Mesirow Financial Investment Management, Inc.

Alexander G

Series 66

Encinitas, CA

Mesirow Financial Investment Management, Inc.

Katrina J

Series 63, Series 66

Chicago, IL

Mesirow Financial Investment Management, Inc.

James G

Series 66

Highland Park, IL

Mesirow Financial Investment Management, Inc.

Craig P

CFP®, Series 63, Series 65

Chicago, IL

Mesirow Financial Investment Management, Inc.

Nancy Z

Series 63, Series 65

Chicago, IL

Mesirow Financial Investment Management, Inc.

Wenli T

Series 66

Chicago, IL

Mesirow Financial Investment Management, Inc.

Darren F

ChFC®, Series 66

Chicago, IL

Mesirow Financial Investment Management, Inc.

William R

Series 63, Series 65

Highland Park, IL

Mesirow Financial Investment Management, Inc.

Lee G

Series 63, Series 65

Highland Park, IL

Mesirow Financial Investment Management, Inc.

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