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).
Current Firm Details
By the Numbers
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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
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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, FL, IL, IN, LA, MI, MN, MO, NC, NE, NH, OH, SC, TN, TX, WA, WI
Financial Advisors at Vertex Partners
No Advisor Found.
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