Overview
Assets Under Management: $276 million
Headquarters: HINSDALE, IL
High-Net-Worth Clients: 79
Average Client Assets: $1.5 million
Frequently Asked Questions
MPI INVESTMENT MANAGEMENT INC 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 #105181), MPI INVESTMENT MANAGEMENT INC is subject to fiduciary duty under federal law.
MPI INVESTMENT MANAGEMENT INC is headquartered in HINSDALE, IL.
MPI INVESTMENT MANAGEMENT INC serves 79 high-net-worth clients according to their SEC filing dated October 16, 2018. View client details ↓
According to their SEC Form ADV, MPI INVESTMENT MANAGEMENT INC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
MPI INVESTMENT MANAGEMENT INC manages $276 million in client assets according to their SEC filing dated October 16, 2018.
According to their SEC Form ADV, MPI INVESTMENT MANAGEMENT INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.59%
Average Client Assets: $1.5 million
Total Client Accounts: 157
Discretionary Accounts: 157
Regulatory Filings
CRD Number: 105181
Filing ID: 1245960
Last Filing Date: 2018-10-16 20:14:00