Unique Wealth Strategies

Unique Wealth Strategies (CRD# 323994) is a financial advisory firm headquartered in Burr Ridge, IL. They manage $251,100,000 in 708 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
570 Village Center Drive, Ste 203, Burr Ridge, IL 60527
https://www.linkedin.com/company/unique-wealth-strategies
By the Numbers
  • Total Assets Under Management
    251
    MILLION
  • Total Number of Accounts
    708
    ACCOUNTS
  • Average Account Value
    $354,661
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, DE, FL, IL, IN, LA, MA, NJ, OK, TX

Financial Advisors at Unique Wealth Strategies
Showing 1 - 3 of 3 top financial advisors.
1
Jason Andryzak, financial advisor Burr Ridge IL
Jason T. Andryzak
CRD#: 5397950
570 Village Center Drive, Ste 203, Burr Ridge, IL 60527

Jason Andryzak (CRD# 5397950) is an Investment Advisor Representative working at Unique Wealth Strategies in Burr Ridge, IL and has over 16 years of experience in the finance industry.

2
Ranjit Bahadur, financial advisor Burr Ridge IL
Ranjit Bahadur
CRD#: 2968881
570 Village Center Drive, Ste 203, Burr Ridge, IL 60527

Ranjit Bahadur (CRD# 2968881) is an Investment Advisor Representative working at Unique Wealth Strategies in Burr Ridge, IL and has over 26 years of experience in the finance industry.

3
Priyadarshan Pradhan, financial advisor Burr Ridge IL
Priyadarshan Pradhan
CRD#: 7012561
570 Village Center Drive, Ste 203, Burr Ridge, IL 60527

Priyadarshan Pradhan (CRD# 7012561) is an Investment Advisor Representative working at Unique Wealth Strategies in Burr Ridge, IL and has 1 year 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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