Moneyblock

Moneyblock (CRD# 128605) is a financial advisory firm headquartered in Chicago, IL. They manage $10,816,101 in 52 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $208,002
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, IN, MI, OH, VA, WI

Financial Advisors at Moneyblock
Showing 1 - 6 of 6 top financial advisors.
1
Michael A. Hamilton
CRD#: 2002424
1000 Business Center Circle, Suite 211, Newbury Park, CA 91320

Michael Hamilton (CRD# 2002424) is an Investment Advisor Representative working at Moneyblock in Newbury Park, CA and has over 30 years of experience in the finance industry.

2
Phillip J. Hoeh
CRD#: 2231877
311 S. Wacker Dr., Ste 650, Chicago, IL 60606

Phillip Hoeh (CRD# 2231877) is an Investment Advisor Representative working at Moneyblock in Chicago, IL and has over 27 years of experience in the finance industry.

3
Jeffery S. Kantor
CRD#: 2355979
Chicago, IL 60606

Jeffery Kantor (CRD# 2355979) is an Investment Advisor Representative working at CFD investments in the Chicagoland area and has over 21 years of experience in the finance industry.

4
Gary A. Martino
CRD#: 1458334
311 S. Wacker Dr., Ste 650, Chicago, IL 60606

Gary Martino (CRD# 1458334) is an Investment Advisor Representative working at Moneyblock in Chicago, IL and has over 32 years of experience in the finance industry.

5
Andrew K. Meadows
CRD#: 5573293
311 S. Wacker Dr., Ste 650, Chicago, IL 60606

Andrew Meadows (CRD# 5573293) is an Investment Advisor Representative working at Moneyblock in Chicago, IL and has over 11 years of experience in the finance industry.

6
Asim Sheikh
CRD#: 2242300
311 S. Wacker Dr., Ste 650, Chicago, IL 60606

Asim Sheikh (CRD# 2242300) is an Investment Advisor Representative working at Moneyblock in Chicago, IL and has over 27 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.