Vertex Partners
Vertex Partners (CRD# 316839) is a financial advisory firm headquartered in Downers Grove, IL. They manage $671,193,121 in 2,169 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management671MILLION
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Total Number of Accounts2,169ACCOUNTS
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Average Account Value$309,448
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, IL, IN, LA, MI, MN, MO, NC, NE, NH, OH, SC, TN, TX, WA, WI
Peter Babilla (CRD# 1312217) is an Investment Advisor Representative working at Vertex Partners in Downers Grove, IL and has over 39 years of experience in the finance industry.
Michael Bellis (CRD# 2371999) is an Investment Advisor Representative working at Vertex Partners in Downers Grove, IL and has over 30 years of experience in the finance industry.
Gregory Benner (CRD# 4438329) is an Investment Advisor Representative working at Vertex Partners in Downers Grove, IL and has over 20 years of experience in the finance industry.
Tammy Billadeau (CRD# 5510003) is an Investment Advisor Representative working at Vertex Partners in Downers Grove, IL and has over 15 years of experience in the finance industry.
Justin Dagostino (CRD# 6507882) is an Investment Advisor Representative working at Vertex Partners in Downers Grove, IL and has over 7 years of experience in the finance industry.
Steven Franzen (CRD# 4281024) is an Investment Advisor Representative working at Vertex Partners in Downers Grove, IL and has over 23 years of experience in the finance industry.
Julie Hupp (CRD# 5095745) is an Investment Advisor Representative working at Vertex Partners in Downers Grove, IL and has over 18 years of experience in the finance industry.
Christopher Huston (CRD# 4914394) is an Investment Advisor Representative working at Vertex Partners in Downers Grove, IL and has over 18 years of experience in the finance industry.
Cynthia Mittlestaedt (CRD# 6573922) is an Investment Advisor Representative working at Vertex Partners in Downers Grove, IL and has over 5 years of experience in the finance industry.
Scott Sandee (CRD# 4605342) is an Investment Advisor Representative working at Vertex Partners in Downers Grove, IL and has over 21 years of experience in the finance industry.