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Building 2CHICAGO PARTNERS INVESTMENT GROUP LLC

Map pinCHICAGO, IL
Phone312 284 6363
NotebookSEC #801-69500
Total AUM
$7.5B
Employees
73
Clients
2,767

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 NORTH WACKER DRIVE
SUITE 4075
CHICAGO
IL 60606
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
312 284 6363
Other Offices
19

ReceiptFinancials

Total AUM
$7.5B
Accounts
9,147
Discretionary
$6.1B
Accounts
7,409
Non-Discretionary
$1.4B
Accounts
1,738

ContactClients

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Individual Clients
992
AUM
$1.2B
HNW Individual Clients
1,749
AUM
$5.8B
Pooled Vehicle Clients
3
AUM
$46.2M
Pension/Profit Sharing Plan Clients
1
AUM
$8.6M
Charitable Organization Clients
20
AUM
$200.5M
Insurance Company Clients
1
AUM
$8.5M
Corporation or Business Clients
1
AUM
$159.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
401K PLAN OPTION REVIEW & MONITORING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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