SR
CFA
Servia Anne Rindfleish
10 Years of Experience
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Financial Planning:Investment management only
MIIM manages no assets and receives no fees for compensation.
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Advisor Information
Office location
353 N. Clark St, Chicago, IL, 60654
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Servia is a Chicago Advisory Board Member for Team Impact, a nonprofit connecting children with illnesses to college athletic teams, since 2019. Servia spends minimal time on fundraising and outreach for this non-investment related activity.
Employment History
Current Registrations
Mesirow Institutional Investment Management, INC.
July 2022 - Present · 3 yrs 6 mos
Mesirow Financial Investment Management, INC.
June 2019 - Present · 6 yrs 7 mos
Mesirow Financial, INC.Broker
June 2019 - Present · 6 yrs 7 mos
Previous Registrations
Performance Trust Capital Partners, LLCBroker
November 2008 - October 2012 · 3 yrs 11 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.