Wealth Management Group, LLC
Wealth Management Group, LLC (CRD# 318657) is a financial advisory firm headquartered in Inverness, IL. They manage $660,292,121 in 3,016 accounts and serve the financial needs of clients across 21 states (or territories).
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Total Assets Under Management660MILLION
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Total Number of Accounts3,016ACCOUNTS
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Average Account Value$218,930
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AR, AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, MO, NH, NJ, NY, OH, PA, SC, TN, TX, WI
David Bolanos (CRD# 5314554) is an Investment Advisor Representative working at Wealth Management Group, LLC in Inverness, IL and has over 17 years of experience in the finance industry.
Patrick Crowley (CRD# 2898703) is an Investment Advisor Representative working at Wealth Management Group, LLC in Inverness, IL and has over 26 years of experience in the finance industry.
Thomas Gruszka (CRD# 4159155) is an Investment Advisor Representative working at Wealth Management Group, LLC in Inverness, IL and has over 24 years of experience in the finance industry.
Michael Sullivan (CRD# 4001254) is an Investment Advisor Representative working at Wealth Management Group, LLC in Downers Grove, IL and has over 24 years of experience in the finance industry.