Overview
Assets Under Management: $1.2 billion
Headquarters: LIBERTYVILLE, IL
High-Net-Worth Clients: 381
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 381
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.62
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,556
Discretionary Accounts: 2,556
Regulatory Filings
CRD Number: 165174
Last Filing Date: 2025-02-10 00:00:00
Website: https://inspirionwealth.com