Amanda Jean Schwartz

William Blair & Company L.L.C.

14 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

William Blair & Company L.L.C.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

340 advisors

Number of Clients

37,515 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$58.3B

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

The William Blair Building, 150 North Riverside, Chicago, IL, 60606-1594

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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.

Employment History

Current Registrations

William Blair & Company L.L.C.

February 2018 - Present · 8 yrs

William BlairBroker

September 2014 - Present · 11 yrs 5 mos

Previous Registrations

J.P. Morgan Securities LLCBroker

October 2012 - November 2012 · 1 mo

Chase Investment Services CORP.Broker

December 2009 - October 2012 · 2 yrs 10 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.