Arete Wealth Advisors, LLC
Arete Wealth Advisors, LLC (CRD# 145488) is a financial advisory firm headquartered in Chicago, IL. They manage $2,672,456,687 in 5,251 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management2,672MILLION
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Total Number of Accounts5,251ACCOUNTS
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Average Account Value$508,942
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Hamilton Poynor (CRD# 2318633) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Birmingham, AL and has over 31 years of experience in the finance industry.
Matthew Roberson (CRD# 3090052) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Los Gatos, CA and has over 24 years of experience in the finance industry.
David Roberts (CRD# 7061207) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Gilbert, AZ and has over 5 years of experience in the finance industry.
Joshua Rogers (CRD# 3163818) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 25 years of experience in the finance industry.
Ronald Rothchild (CRD# 4491932) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 22 years of experience in the finance industry.
Nilos Sakellariou (CRD# 2108146) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 33 years of experience in the finance industry.
James Sarandis (CRD# 6653637) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Rockwell, TX and has over 6 years of experience in the finance industry.
Brittani Schaefer (CRD# 6327801) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 9 years of experience in the finance industry.
Mark Schrader (CRD# 1386624) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 38 years of experience in the finance industry.
Nandan Shah (CRD# 2946965) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 26 years of experience in the finance industry.