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103 ADVISORY GROUP
231 S. Lasalle Street
21st Floor
Chicago, Illinois 60604
Tel: 312-543-8759
About 103 ADVISORY GROUP
103 ADVISORY GROUP, formally registered with the SEC as 103 ADVISORY GROUP. The firm was established in 04/08/2022. They have over 1 offices throughout the country.
103 ADVISORY GROUP is a Chicago, Illinois based Financial Planning firm with nearly $224,762,592 assets under management, offering retirement planning & investment advisory services to 74 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 314694 |
| SEC# | 801-123666 |
| Assets Managed by Firm | $224,762,592 |
| No. of Clients | 74 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (FINANCIAL CONSULTING NOT RESULTING IN A FORMAL FINANCIAL PLAN)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 74 | $224,762,592 |
| Individuals (other than high net worth individuals) | 37 | $16,079,738 |
| High net worth individuals | 37 | $208,682,854 |
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