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AARON WEALTH ADVISORS
CHICAGO, IL
312-506-5780
SEC #801-113938Total AUM
$4.3B
Employees
16Clients
176Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
515 N. STATE ST.
SUITE 1770
CHICAGO
IL 60654
United States
SUITE 1770
CHICAGO
IL 60654
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
312-506-5780
Other Offices
3
Financials
Total AUM
$4.3B
Accounts
1,672Discretionary
$4B
Accounts
1,580Non-Discretionary
$262.8M
Accounts
92
Clients
Individual Clients
12AUM
$3.7M
HNW Individual Clients
115AUM
$3.3B
Pension/Profit Sharing Plan Clients
1AUM
$1.5M
Charitable Organization Clients
44AUM
$978.3M
Insurance Company Clients
1AUM
$4.9K
Corporation or Business Clients
3AUM
$29.7M
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOILINNYTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.