Investment Center, Inc. Dba Ogrizovich Financial Mgmt, Inc. is a large advisory firm based in Orland Park. It manages $172.1 million of regulatory assets for 665 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Arizona, Florida, Illinois, Indiana, and Texas.
Investment Center, Inc. Dba Ogrizovich Financial Mgmt provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Investment Center, Inc. Dba Ogrizovich Financial Mgmt, Inc. is $172.1 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Investment Center, Inc. Dba Ogrizovich Financial Mgmt, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Sam Ogrizovich has been acting as President since 1 Oct 1982. Jane Cain Ogrizovich joined the executive team most recently as the Vice President/Chief Compliance Officer.
The principal office where Investment Center, Inc. Dba Ogrizovich Financial Mgmt, Inc. performs its advisory services is located at Winterset Office Park, Orland Park, IL 60467, which is also the mailing address of the firm. An additional office of the firm is in Scottsdale, AZ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 708-403-2800 or by fax 708-403-5395. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at www.ogrizovichfinancial.com.