Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
17 advisors
Number of Clients
560 clients
Average Client Portfolio
$218K average
Assets Under Management
$122.3M

Fee Structure

Minimum Investment:$50K
Hourly Rate:$200 - $500/hr

Fees are calculated based on total assets per household. Customers will receive advance billing notice either on statement or in an invoice. The fee will be deducted from the account monthly up to through National Financial and Folio in arrears, quarterly in arrears at RBC Clearing, Schwab, Delta and Equity Trust Advisor Solutions and quarterly in advance at AssetMark and Empirical Asset Management. CCMA can charge an hourly fee which is provided upon request only to provide analysis of stock, non-stock, bond financial investments, insurance, estate, and tax planning. The fee will range from $200 an hour to $500 an hour based on the complexity of the analysis.

Areas of Practice
Investment Management
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Advisor Information

Office location

4722 Main Street, Lisle, IL, 60532

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Regulatory History (2)
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Regulatory
September 2018
Final
Regulatory
July 2010
Final
Other Business ActivitiesSells Insurance

Benjamin operates Pffifner & Associates d/b/a Benjamin Pfiffner Insurance Agency, selling life, health, and annuity products, which takes about half of his time. He also owns AB Pfiffner Chain Vacations LLC, a real estate rental business, dedicating about 10-20% of his time to it.

Employment History
Current Registrations
Chicago Capital Management Advisors, LLC
June 2020 - Present · 5 yrs 7 mos
Previous Registrations
Asset Strategies, INC
January 2024 - December 2024 · 11 mos
American Trust Investment Services, INC.Broker
November 2019 - January 2020 · 2 mos
Avellino Financial Advisors, INC.
July 2018 - December 2019 · 1 yr 5 mos
Forest Securities,inc.Broker
August 2017 - December 2019 · 2 yrs 4 mos
Regulus Advisors, LLCBroker
July 2017 - July 2017 · 0 mos
Uvest Financial Services Group, INC.Broker
March 2008 - August 2009 · 1 yr 5 mos
State Registrations2 states
FLWI
Advisor
Exams
No exam information available for this advisor.