Skokie, IL Office
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Latitude Advisors, LLC
Multi-team
Firm-wide stats for Latitude Advisors, LLC
About
Latitude Advisors serves individuals, high‑net‑worth clients, and a range of institutional and corporate clients, including pension and profit‑sharing plans, trusts, and charitable organizations. The firm offers financial planning and consulting, discretionary portfolio management (including custom portfolios and model portfolios), third‑party manager selection, and pension consulting and plan advisory services.
The firm constructs portfolios by combining client goals, time horizon and risk tolerance with in‑house and third‑party model strategies: its “Latitude” models emphasize valuation‑driven, multi‑asset tactical allocations while its “Navigator” models use momentum‑based, multi‑sleeve quantitative approaches, and it also employs model strategies sourced from external signal providers. Latitude generally manages new accounts on a discretionary basis and provides continuous monitoring and rebalancing, with the investment process potentially including short‑term trading and options in line with client objectives.
Distinctive operational features include a formal implementation and back‑office relationship with Focus Point Solutions, which supplies model portfolios, performance reporting and administrative services, and the firm’s use of third‑party signal providers for some strategies. The brochure also discloses that several advisory representatives have dual roles as registered representatives and licensed insurance agents and that the firm participates in revenue‑sharing and other economic arrangements with custodians and broker‑dealers—arrangements the firm identifies as potential conflicts of interest and describes in its disclosures; the firm manages roughly $566 million in client assets, with the vast majority handled on a discretionary basis.
Based on Latitude Advisors, LLC
Expertise
Based on Latitude Advisors, LLC
Location
5215 Old Orchard Road, Suite 900
Skokie IL 60077
Advisors at this office
3
Advisors at this office
Freddie B
Series 63, Series 65
Skokie, IL
Latitude Advisors, LLC
Freddie Blumenfeld is an investment advisor representative at Latitude Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Latitude Advisors since 2010. He is also an owner of Pawlan Blumenfeld Miscinski & Associates Ltd, where he performs accounting and tax return services, and he is an independent insurance agent specializing in life and health insurance. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.
Thomas B
Series 66
Skokie, IL
Latitude Advisors, LLC
Thomas Blumenfeld is a financial advisor at Latitude Advisors, LLC with three years of industry experience. He is a Certified Public Accountant licensed in Illinois and has provided accounting and tax services through Pawlan, Blumenfeld, Miscinski & Assoc., Ltd. since 2005. Outside of his advisory role, Blumenfeld serves as treasurer for Alligator Aquatics, a nonprofit swim team. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm combines model-based strategies with fundamental and quantitative analysis to manage portfolios, typically on a discretionary basis.
Cody B
Series 66
Skokie, IL
Latitude Advisors, LLC
Cody Blumenfeld is a financial advisor at Latitude Advisors, LLC with a Series 66 designation and no prior industry experience. His work history includes roles at Pawlan, Blumenfeld, Miscinski & Assoc., Ltd., Interactive Brokers LLC, and Cigna Healthcare. Outside of advising, he is a staff accountant handling monthly accounting and tax preparation for businesses and individuals. Latitude Advisors serves individual and business clients with financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a blend of model-based strategies and fundamental/quantitative analysis and manages most client relationships on a discretionary basis.
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