Chicago Partners Investment Group LLC

Chicago Partners Investment Group LLC (CRD# 147662) is a financial advisory firm headquartered in Chicago, IL. They manage $1,212,623,586 in 1,959 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,213
    MILLION
  • Total Number of Accounts
    1,959
    ACCOUNTS
  • Average Account Value
    $619,001
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 investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, IL, IN, LA, MI, MN, NC, NE, NH, NM, NY, OH, PA, TX, VA, WI

Financial Advisors at Chicago Partners Investment Group LLC
Showing 1 - 10 of 15 top financial advisors.
1
Todd W. Gambit
CRD#: 4726423
1 North Wacker Drive, Suite 4110, Chicago, IL 60606
100
Wealthminder
score

I am a registered investment advisor at Chicago Partners Wealth Advisors in Chicago, IL with more than 25 years of experience in the finance and investment industry.  I have extensive experience in the areas of equities, fixed income, derivatives and alternative investments working with individuals and institutions.

 

Chicago Partners is a registered investment advisor and wealth management firm.  We manage approximately $1.2 billion for 330 clients in 38 states across the U.S. 

 

Our investment philosophy focuses on low-cost, tax-efficient strategies that utilize a combination of index funds and strategic alternatives depending on your investment needs, goals and risk appetite.  We create diversified portfolios that are unique to each client’s financial situation and pride ourselves on our disciplined approach that preserves your wealth and earns your trust.

2
Daniel J. Toledo
CRD#: 5544190
1 North Wacker Drive, Suite 4110, Chicago, IL 60606
96
Wealthminder
score

Daniel Toledo (CRD# 5544190) is an Investment Advisor Representative working at Chicago Partners Investment Group LLC in Chicago, IL and has over 8 years of experience in the finance industry. Daniel Toledo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Anthony J. Halpin
CRD#: 5097026
1 North Wacker Drive, Suite 4110, Chicago, IL 60606
93
Wealthminder
score

Anthony Halpin (CRD# 5097026) is an Investment Advisor Representative working at Chicago Partners Investment Group LLC in Chicago, IL and has over 10 years of experience in the finance industry.

4
John P. Nicholas
CRD#: 2436000
1 North Wacker Drive, Suite 4110, Chicago, IL 60606
93
Wealthminder
score

John Nicholas (CRD# 2436000) is an Investment Advisor Representative working at Chicago Partners Investment Group LLC in Chicago, IL and has over 23 years of experience in the finance industry.

5
Michael P. O'connor
CRD#: 5295252
1 North Wacker Drive, Suite 4110, Chicago, IL 60606
93
Wealthminder
score

Michael O'connor (CRD# 5295252) is an Investment Advisor Representative working at Chicago Partners Investment Group LLC in Chicago, IL and has over 10 years of experience in the finance industry.

6
James J. Ogara
CRD#: 2560882
1 North Wacker Drive, Suite 4110, Chicago, IL 60606
93
Wealthminder
score

James Ogara (CRD# 2560882) is an Investment Advisor Representative working at Chicago Partners Investment Group LLC in Chicago, IL and has over 23 years of experience in the finance industry.

7
Matthew T. Fischer
CRD#: 6081589
1 North Wacker Drive, Suite 4110, Chicago, IL 60606
90
Wealthminder
score

Matthew Fischer (CRD# 6081589) is an Investment Advisor Representative working at Chicago Partners Investment Group LLC in Chicago, IL and has over 4 years of experience in the finance industry.

8
Nicholas A. Guido
CRD#: 5547813
1 North Wacker Drive, Suite 4110, Chicago, IL 60606
90
Wealthminder
score

Nicholas Guido (CRD# 5547813) is an Investment Advisor Representative working at Chicago Partners Investment Group LLC in Chicago, IL and has over 4 years of experience in the finance industry.

9
Mark E. Vaughan
CRD#: 6779447
1 North Wacker Drive, Suite 4110, Chicago, IL 60606
90
Wealthminder
score

Mark Vaughan (CRD# 6779447) is an Investment Advisor Representative working at Chicago Partners Investment Group LLC in Chicago, IL and has 1 year of experience in the finance industry.

10
Frank J. Aiello
CRD#: 6722721
1 North Wacker Drive, Suite 4110, Chicago, IL 60606
88
Wealthminder
score

Frank Aiello (CRD# 6722721) is an Investment Advisor Representative working at Chicago Partners Investment Group LLC in Chicago, IL and has 1 year of experience in the finance industry.

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