Contour Financial, Inc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 111100
· Orland Park, IL
· WWW.CONTOURFINANCIAL.COM
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ADV data as of Jan 12, 2026
- Regulatory AUM
- $71.5M
- Discretionary
- $55.8M
- Clients
- 74
- Avg AUM / client
- $966K
- Accounts
- 201
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 74 | $71.5M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cynthia Catherine Menker | Registered representative | CFP | May 2001 (25y) | |
| Egon Carl Menker | Registered representative | May 2001 (25y) | ||
| Karen Jean Nordstrom | Registered representative | Jan 2002 (25y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/12/2026 | 989 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 12, 2026.
View current Form ADV (SEC/IAPD) ↗