15 Salt Creek Lane, Suite 404
Hinsdale, Illinois 60521-2965
Tel: 630-325-6900
MPI WEALTH MANAGEMENT LLC, formally registered with the SEC as MPI WEALTH MANAGEMENT LLC. The firm was established in 08/12/2019. They have over 1 offices throughout the country.
MPI WEALTH MANAGEMENT LLC is a Hinsdale, Illinois based Financial Planning firm with nearly $247,018,126 assets under management, offering retirement planning & investment advisory services to 175 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 301011 |
SEC# | 801-117155 |
Assets Managed by Firm | $247,018,126 |
No. of Clients | 175 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 175 | $247,018,126 |
Individuals (other than high net worth individuals) | 6 | $524,694 |
High net worth individuals | 137 | $143,116,178 |
Charitable organizations | Fewer than 5 clients | $6,951,806 |
Corporations or other businesses | 20 | $27,765,924 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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