Todd William Gambit
Advisor at Gambit Asset Management — Northbrook, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
10 years
Location
Northbrook, IL 60062
Gambit Asset Management
Independent
Total advisors
1Clients per advisor
17 TypicalAvg AUM per client
$1,924,700 Very HighHNW client ratio
65% Very HighTodd Gambit is a CFP®-certified financial advisor with nine years of industry experience. He is the founder of Gambit Asset Management in Northbrook, IL, where he has worked since 2018. Prior to establishing his firm, he held roles at Quantum Private Wealth, CrossCountry Mortgage, Guaranteed Rate, and Chicago Partners Wealth Advisors. In addition to his advisory work, Gambit is a licensed loan officer at CrossCountry Mortgage. Gambit Asset Management serves individual and high-net-worth clients with portfolio management and financial planning, including family office and pension/profit-sharing plan services. The firm employs customized strategies using a range of model portfolios and incorporates fundamental, technical, and modern portfolio theory analysis, offering both discretionary and non-discretionary advisory arrangements.
Based on Gambit Asset Management
Based on Gambit Asset Management
1.00% annually
$600 per hour for financial consulting services
Account minimum: $1,000,000
Northbrook, IL
630 Dundee Rd, Suite 135
Northbrook IL 60062
Advisors at this office
1
Illinois
10 years of industry experience
Gambit Investment Group LLC dba Gambit Asset Management
2021 - Present • 5 years
Lake Forest, IL
Gambit Investment Group LLC dba Gambit Asset Management
2021 - Present • 5 years
Lake Forest, IL
Quantum Private Wealth, LLC
2021 - 2021 • 1 year
Lake Forest, IL
CrossCountry Mortgage
2020 - Present • 6 years
Brecksville, IL
Quantum Private Wealth, LLC
2020 - 2021 • 1 year
Lake Forest, IL
Gambit Investment Group LLC dba Gambit Asset Management
2018 - 2020 • 2 years
Lake Forest, IL
Gambit Investment Group LLC dba Gambit Asset Management
2018 - 2020 • 2 years
Lake Forest, IL
Guaranteed Rate
2017 - 2020 • 3 years
Chicago, IL
Chicago Partners Wealth Advisors
2015 - 2018 • 3 years
Chicago, IL
Chicago Partners Investment Group, LLC
2015 - 2018 • 3 years
Chicago, IL
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