Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > illinois > burr ridge > UNIQUE WEALTH STRATEGIES
UNIQUE WEALTH STRATEGIES
570 Village Center Drive, Ste 203
Burr Ridge, Illinois 60527
Tel: 630-318-0565
About UNIQUE WEALTH STRATEGIES
UNIQUE WEALTH STRATEGIES, formally registered with the SEC as UNIQUE WEALTH STRATEGIES. The firm was established in 12/16/2022. They have over 1 offices throughout the country.
UNIQUE WEALTH STRATEGIES is a Burr Ridge, Illinois based Financial Planning firm with nearly $251,100,000 assets under management, offering retirement planning & investment advisory services to 708 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323994 |
| SEC# | 801-127067 |
| Assets Managed by Firm | $251,100,000 |
| No. of Clients | 708 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed 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 | 708 | $251,100,000 |
| Individuals (other than high net worth individuals) | 200 | $56,000,000 |
| High net worth individuals | 75 | $140,000,000 |
| Pension and profit sharing plans | 21 | $9,000,000 |
| Charitable organizations | 8 | $14,000,000 |
| Corporations or other businesses | 20 | $32,000,000 |
More Retirement Planning firms in Burr Ridge, Illinois:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
Explore More Retirement Advisors in Burr Ridge, Illinois