Chicago Partners Investment Group Review


Trust Score 95%
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Last updated: May 20th, 2019. Data source: SEC filings.

Chicago Partners Investment Group, federally registered in 2008, is a Registered Investment Advisor (RIA) in 23 state(s) with a licensed staff of 19 advisors. Chicago Partners Investment Group manages $1.7 billion and provides investment advisory services for 686 clients (1:37 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $1,000,000
Average Client Balance $2,406,056
Hybrid Advisor No
Disciplinary History No
Total AUM $1.7 billion
Advisor / Client Ratio 1:37
Headquarters Chicago, IL
SEC Filings Forms and Brochures    (CRD # 147662)
State(s) Registered AZ, CA, DC, FL, GA, IL, IN, LA, MA, MI, MN, MO, NE, NH, NJ, NM, NY, NC, OH, PA, TX, VA, WA, WI


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