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).
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Total Assets Under Management1,213MILLION
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Total Number of Accounts1,959ACCOUNTS
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Average Account Value$619,001
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
CA, FL, IL, IN, LA, MI, MN, NC, NE, NH, NM, NY, OH, PA, TX, VA, WI
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.