Wells Street Advisors, LLC

Wells Street Advisors, LLC (CRD# 166700) is a financial advisory firm headquartered in Chicago, IL. They manage $5,200,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
411 S. Wells Street, Suite 900, Chicago, IL 60607
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $5,200,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

IL

Financial Advisors at Wells Street Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Daniel Haugh, financial advisor Chicago IL
Daniel J. Haugh
CRD#: 2162854
411 S. Wells Street, Suite 900, Chicago, IL 60607

Daniel Haugh (CRD# 2162854) is an Investment Advisor Representative working at Wells Street Advisors, LLC in Chicago, IL and has over 32 years of experience in the finance industry.

2
Thomas Haugh, financial advisor Chicago IL
Thomas P. Haugh
CRD#: 2185651
411 S. Wells Street, Suite 900, Chicago, IL 60607

Thomas Haugh (CRD# 2185651) is an Investment Advisor Representative working at Wells Street Advisors, LLC in Chicago, IL and has over 32 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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