Overview
Assets Under Management: $260 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 115
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 115
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.84
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 953
Discretionary Accounts: 953
Regulatory Filings
CRD Number: 112271
Last Filing Date: 2024-03-27 00:00:00
Website: https://chicagowm.com