Chicago Partners Investment Group LLC

Chicago Partners Investment Group LLC (CRD# 147662) is a financial advisory firm headquartered in Chicago, IL. They manage $1,070,547,018 in 947 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,071
    MILLION
  • Total Number of Accounts
    947
    ACCOUNTS
  • Average Account Value
    $1,130,461
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, NM, NY, OH, PA, TX, VA, WI

Financial Advisors at Chicago Partners Investment Group LLC
Showing 1 - 9 of 9 top financial advisors.
1
Todd W. Gambit
CRD#: 4726423
1 North Wacker Drive, Suite 4110, Chicago, IL 60606
102
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 7 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 8 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 22 years of experience in the finance industry.

5
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 22 years of experience in the finance industry.

6
James G. Hagedorn
CRD#: 4583528
1 North Wacker Drive, Suite 4110, Chicago, IL 60606
90
Wealthminder
score

James Hagedorn (CRD# 4583528) 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.

7
Matthew T. Fischer
CRD#: 6081589
1 North Wacker Drive, Suite 4110, Chicago, IL 60606
89
Wealthminder
score

Matthew Fischer (CRD# 6081589) is an Investment Advisor Representative working at Chicago Partners Investment Group LLC in Chicago, IL and has over 2 years of experience in the finance industry.

8
Nicholas A. Guido
CRD#: 5547813
1 North Wacker Drive, Suite 4110, Chicago, IL 60606
89
Wealthminder
score

Nicholas Guido (CRD# 5547813) is an Investment Advisor Representative working at Chicago Partners Investment Group LLC in Chicago, IL and has over 2 years of experience in the finance industry.

9
Thomas E. Reed
CRD#: 1140059
1 North Wacker Drive, Suite 4110, Chicago, IL 60606
69
Wealthminder
score

Thomas Reed (CRD# 1140059) is an Investment Advisor Representative working at Chicago Partners Investment Group LLC in Chicago, IL and has over 33 years of experience in the finance industry.

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