Overview
Assets Under Management: $247 million
Headquarters: HINSDALE, IL
High-Net-Worth Clients: 131
Average Client Assets: $1 million
Frequently Asked Questions
MPI WEALTH MANAGEMENT LLC 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 #301011), MPI WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
MPI WEALTH MANAGEMENT LLC is headquartered in HINSDALE, IL.
MPI WEALTH MANAGEMENT LLC serves 131 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, MPI WEALTH MANAGEMENT LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
MPI WEALTH MANAGEMENT LLC manages $247 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, MPI WEALTH MANAGEMENT LLC 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: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.79
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 175
Discretionary Accounts: 175
Regulatory Filings
CRD Number: 301011
Last Filing Date: 2025-01-29 00:00:00
Website: https://gscomplianceconsulting.com