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1207 CAPITAL GROUP, LLC

400 North Michigan Avenue
Suite 300
Chicago, Illinois 60611
Tel: 312-690-6201

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About 1207 CAPITAL GROUP, LLC

1207 CAPITAL GROUP, LLC, formally registered with the SEC as 1207 CAPITAL GROUP, LLC. The firm was established in 06/15/2012. They have over 2 offices throughout the country.

1207 CAPITAL GROUP, LLC is a Chicago, Illinois based Financial Planning firm with nearly $140,528,295 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#162611
SEC#801-76747
Assets Managed by Firm$140,528,295
No. of Clients4
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total4$140,528,295

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