TrueAdvisor
TrueAdvisor
JC
JC

Joseph Shane Contorno

T2 Asset Management, LLC
21 Years of Experience
May Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningCharitable GivingBusiness OwnersHigh Net Worth
T2 Asset Management, LLC
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
685 clients
Average Client Portfolio
$241K average
Assets Under Management
$165.0M

Fee Structure

Minimum Investment:$100K

Location

1952 Mcdowell Rd, Suite 101, Naperville, IL, 60563

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History

Regulatory 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.

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Employment History
Current Registrations
T2 Asset Management, LLC
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Highpoint Advisor Group, LLC
January 2014 - August 2014 · 7 mos
Contorno Capital Management LLC
June 2010 - December 2015 · 5 yrs 6 mos
Contorno Capital Management LLC
June 2010 - December 2014 · 4 yrs 6 mos
Charles Schwab & CO., INC.
May 2007 - April 2010 · 2 yrs 11 mos
H&r Block Financial Advisors, INC.
August 2005 - May 2007 · 1 yr 9 mos
Morgan Stanley
March 2002 - August 2005 · 3 yrs 5 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.