Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > illinois > chicago > AARON WEALTH ADVISORS
AARON WEALTH ADVISORS
515 N. State St.
Suite 1770
Chicago, Illinois 60654
Tel: 312-506-5780
About AARON WEALTH ADVISORS
AARON WEALTH ADVISORS, formally registered with the SEC as AARON WEALTH ADVISORS. The firm was established in 09/20/2018. They have over 3 offices throughout the country.
AARON WEALTH ADVISORS is a Chicago, Illinois based Financial Planning firm with nearly $1,952,029,521 assets under management, offering retirement planning & investment advisory services to 1064 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298079 |
| SEC# | 801-113938 |
| Assets Managed by Firm | $1,952,029,521 |
| No. of Clients | 1064 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (FINANCIAL CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1064 | $1,952,029,521 |
| Individuals (other than high net worth individuals) | 14 | $4,117,836 |
| High net worth individuals | 102 | $1,470,037,902 |
| Pension and profit sharing plans | 1 | $2,053,249 |
| Charitable organizations | 38 | $432,036,496 |
| Corporations or other businesses | 4 | $36,148,929 |
More Retirement Planning firms in Chicago, Illinois:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Chicago, Illinois