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CIBC PRIVATE WEALTH ADVISORS, INC.
CHICAGO, IL
312-368-7700
SEC #801-57986Total AUM
$67.8B
Employees
610Clients
9,236Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
181 WEST MADISON STREET
36TH FLOOR
CHICAGO
IL 60602
United States
36TH FLOOR
CHICAGO
IL 60602
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
312-368-7700
Other Offices
16
Financials
Total AUM
$67.8B
Accounts
29,019Discretionary
$64.4B
Accounts
28,718Non-Discretionary
$3.4B
Accounts
301
Clients
Individual Clients
6,063AUM
$9.7B
HNW Individual Clients
2,020AUM
$34.8B
Investment Company Clients
6AUM
$2.1B
Pension/Profit Sharing Plan Clients
309AUM
$950.3M
Charitable Organization Clients
402AUM
$1.9B
Government Entity Clients
8AUM
$384.3M
Corporation or Business Clients
427AUM
$17.9B
Other Clients
1AUM
$153M
Description of Other Clients
INDIAN TRIBE
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
INDEX PROVIDER
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Dismissed Civil Action (Settlement)Pending Civil ProceedingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.