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VERTEX PARTNERS
DOWNERS GROVE, IL
630-836-3300
SEC #801-122980Total AUM
$1B
Employees
20Clients
843Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3000 WOODCREEK DRIVE
SUITE 100
DOWNERS GROVE
IL 60515
United States
SUITE 100
DOWNERS GROVE
IL 60515
United States
Operating Hours
8 AM - 4 PM
Monday - Friday
Monday - Friday
Phone
630-836-3300
Other Offices
1
Financials
Total AUM
$1B
Accounts
2,580Discretionary
$1B
Accounts
2,565Non-Discretionary
$2.5M
Accounts
15
Clients
Individual Clients
552AUM
$236.3M
HNW Individual Clients
284AUM
$770.9M
Pension/Profit Sharing Plan Clients
4AUM
$3.6M
Charitable Organization Clients
1AUM
$26
Corporation or Business Clients
2AUM
$1.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAFLILINLAMIMNMONCNENHOHSCTNTXWAWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.