Exi Investment Partners

Exi Investment Partners (CRD# 313372) is a financial advisory firm headquartered in Lake Forest, IL. They manage $26,700,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
225 E. Deerpath Road, Lake Forest, IL 60045
https://exipartners.com/
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $8,900,000
Compensation Options
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Exi Investment Partners
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan Dries, financial advisor Lake Forest IL
Jonathan Q. Dries
CRD#: 4444659
225 E. Deerpath Road, Lake Forest, IL 60045

Jonathan Dries (CRD# 4444659) is an Investment Advisor Representative working at Exi Investment Partners in Lake Forest, IL and has over 20 years of experience in the finance industry.

2
John Westerman, financial advisor Lake Forest IL
John L. Westerman
CRD#: 5202051
225 E. Deerpath Rd, Suite 200, Lake Forest, IL 60045

John Westerman (CRD# 5202051) is an Investment Advisor Representative working at Exi Investment Partners in Lake Forest, IL and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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