Overview
Assets Under Management: $828 million
Headquarters: DOWNERS GROVE, IL
High-Net-Worth Clients: 269
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 269
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,374
Discretionary Accounts: 2,365
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 316839
Filing ID: 1959322
Last Filing Date: 2025-03-26 08:51:00
Website: https://vertexpartners.com