Overview
Assets Under Management: $247 million
Headquarters: BURR RIDGE, IL
High-Net-Worth Clients: 51
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.47
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,306
Discretionary Accounts: 1,273
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 129727
Filing ID: 1951096
Last Filing Date: 2025-03-13 18:15:00
Website: https://4wealthfg.com