Barrington Strategic Wealth Management Group LLC

Barrington Strategic Wealth Management Group LLC (CRD# 149472) is a financial advisory firm headquartered in Chicago, IL. They manage $330,086,705 in 605 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    330
    MILLION
  • Total Number of Accounts
    605
    ACCOUNTS
  • Average Account Value
    $545,598
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IA, IL, NJ, NY, TX, WI

Financial Advisors at Barrington Strategic Wealth Management Group LLC
Showing 1 - 7 of 7 top financial advisors.
1
Ellen P. Abell
CRD#: 1613409
1 North Franklin Street, Suite 1105, Chicago, IL 60606
93
Wealthminder
score

Ellen Abell (CRD# 1613409) is an Investment Advisor Representative working at Barrington Strategic Wealth Management Group LLC in Chicago, IL and has over 6 years of experience in the finance industry.

2
Diana J. Joseph
CRD#: 1996648
1 North Franklin Street, Suite 1105, Chicago, IL 60606
93
Wealthminder
score

Diana Joseph (CRD# 1996648) is an Investment Advisor Representative working at Barrington Strategic Wealth Management Group LLC in Chicago, IL and has over 15 years of experience in the finance industry.

3
Lauren M. Genuardi
CRD#: 4662450
1 North Franklin Street, Suite 1105, Chicago, IL 60606
90
Wealthminder
score

Lauren Genuardi (CRD# 4662450) is an Investment Advisor Representative working at Barrington Strategic Wealth Management Group LLC in Chicago, IL and has over 5 years of experience in the finance industry.

4
Matthew J. Mueller
CRD#: 6180858
1 North Franklin Street, Suite 1105, Chicago, IL 60606
89
Wealthminder
score

Matthew Mueller (CRD# 6180858) is an Investment Advisor Representative working at Barrington Strategic Wealth Management Group LLC in Chicago, IL and has over 3 years of experience in the finance industry.

5
Katrine E. Vange Keller
CRD#: 5864779
1 North Franklin Street, Suite 1105, Chicago, IL 60606
89
Wealthminder
score

Katrine Vange Keller (CRD# 5864779) is an Investment Advisor Representative working at Barrington Strategic Wealth Management Group LLC in Chicago, IL and has over 3 years of experience in the finance industry.

6
Israel Montelongo
CRD#: 6600394
1 North Franklin Street, Suite 1105, Chicago, IL 60606
88
Wealthminder
score

Israel Montelongo (CRD# 6600394) is an Investment Advisor Representative working at Barrington Strategic Wealth Management Group LLC in Chicago, IL and has over 2 years of experience in the finance industry.

7
Alexis T. Baughman
CRD#: 6550475
1 North Franklin Street, Suite 1105, Chicago, IL 60606
87
Wealthminder
score

Alexis Baughman (CRD# 6550475) is an Investment Advisor Representative working at Barrington Strategic Wealth Management Group LLC in Chicago, IL and has 1 year of experience in the finance industry.

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