Overview
Assets Under Management: $205 million
Headquarters: OAKBROOK TERRACE, IL
High-Net-Worth Clients: 52
Average Client Assets: $3.6 million
Frequently Asked Questions
SPOTLIGHT ASSET GROUP 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 #288076), SPOTLIGHT ASSET GROUP is subject to fiduciary duty under federal law.
SPOTLIGHT ASSET GROUP is headquartered in OAKBROOK TERRACE, IL.
SPOTLIGHT ASSET GROUP serves 52 high-net-worth clients according to their SEC filing dated June 20, 2024. View client details ↓
According to their SEC Form ADV, SPOTLIGHT ASSET GROUP offers financial planning and portfolio management for individuals. View all service details ↓
SPOTLIGHT ASSET GROUP manages $205 million in client assets according to their SEC filing dated June 20, 2024.
According to their SEC Form ADV, SPOTLIGHT ASSET GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.47%
Average Client Assets: $3.6 million
Total Client Accounts: 398
Discretionary Accounts: 377
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 288076
Filing ID: 1884467
Last Filing Date: 2024-06-20 14:41:00