FPG WEALTH
Total AUM
$35.7M
Employees
1Clients
19Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8:30 AM - 4 PM
Monday - Friday
Monday - Friday
Phone
847-668-7950
Financials
Total AUM
$35.7M
Accounts
47Discretionary
$35.7M
Accounts
47Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
5AUM
$984K
HNW Individual Clients
12AUM
$31.9M
Corporation or Business Clients
2AUM
$2.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ILTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.