Overview
Assets Under Management: $3.4 billion
Headquarters: HINSDALE, IL
High-Net-Worth Clients: 445
Average Client Assets: $7 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 445
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.86
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 2,296
Discretionary Accounts: 2,271
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 311735
Last Filing Date: 2025-01-22 00:00:00
Website: https://performancewealthpartners.com