Overview
Assets Under Management: $1.9 billion
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 45
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 4.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 8,148
Discretionary Accounts: 8,148
Regulatory Filings
CRD Number: 122758
Filing ID: 1994227
Last Filing Date: 2025-06-02 10:04:00
Website: https://retirementplanadvisors.com