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Home > Retirement Planners > illinois > burr ridge > 4WEALTH ADVISORS, INC.
4WEALTH ADVISORS, INC.
745 Mcclintock Drive
Suite 150
Burr Ridge, Illinois 60527-6490
Tel: 708-695-5300
About 4WEALTH ADVISORS, INC.
4WEALTH ADVISORS, INC, formally registered with the SEC as 4WEALTH ADVISORS, INC. The firm was established in 06/11/2018. They have over 2 offices throughout the country.
4WEALTH ADVISORS, INC. is a Burr Ridge, Illinois based Financial Planning firm with nearly $212,543,453 assets under management, offering retirement planning & investment advisory services to 1101 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 129727 |
| SEC# | 801-113392 |
| Assets Managed by Firm | $212,543,453 |
| No. of Clients | 1101 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SHARES IN THIRD-PARTY ADVISORY FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1101 | $212,543,453 |
| Individuals (other than high net worth individuals) | 423 | $85,280,716 |
| High net worth individuals | 47 | $66,571,539 |
| Pension and profit sharing plans | 72 | $60,691,198 |
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