Overview
Assets Under Management: $225 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 37
Average Client Assets: $6 million
Frequently Asked Questions
103 ADVISORY GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #314694), 103 ADVISORY GROUP is subject to fiduciary duty under federal law.
103 ADVISORY GROUP is headquartered in CHICAGO, IL.
103 ADVISORY GROUP serves 37 high-net-worth clients according to their SEC filing dated November 20, 2025. View client details ↓
According to their SEC Form ADV, 103 ADVISORY GROUP offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
103 ADVISORY GROUP manages $225 million in client assets according to their SEC filing dated November 20, 2025.
According to their SEC Form ADV, 103 ADVISORY GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.85
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 74
Discretionary Accounts: 74
Regulatory Filings
CRD Number: 314694
Filing ID: 2028446
Last Filing Date: 2025-11-20 10:01:39
Website: 0