Overview
Assets Under Management: $6.0 billion
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 1,331
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,331
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.40
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 7,713
Discretionary Accounts: 6,058
Non-Discretionary Accounts: 1,655
Regulatory Filings
CRD Number: 147662
Filing ID: 1973135
Last Filing Date: 2025-03-31 09:46:00
Website: https://chicagopartnersllc.com