WORLD EQUITY GROUP, INC.
Total AUM
$1B
Employees
165Clients
3,152Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
425 N MARTINGALE RD
SUITE 1220
SCHAUMBURG
IL 60173
United States
SUITE 1220
SCHAUMBURG
IL 60173
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
847-342-1700
Other Offices
37
Financials
Total AUM
$1B
Accounts
2,999Discretionary
$939.3M
Accounts
2,887Non-Discretionary
$62M
Accounts
112
Clients
Individual Clients
3,029AUM
$364.3M
HNW Individual Clients
122AUM
$637M
Pension/Profit Sharing Plan Clients
1AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.