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ATTUCKS ASSET MANAGEMENT, LLC

CHICAGO, IL · CRD 118891 · IAPD ↗ · 312-422-9200

$3.86BRegulatory AUM
11Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

63
April 2025 — ATTUCKS ASSET MANAGEMENT, LLC grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2024 — ATTUCKS ASSET MANAGEMENT, LLC shrank from 12 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.