CHICAGO PACIFIC FOUNDERS

980 N. Michigan Ave.
Suite 1998
Chicago, Illinois 60611
Tel: 312-273-4750

About CHICAGO PACIFIC FOUNDERS

CHICAGO PACIFIC FOUNDERS, formally registered with the SEC as CHICAGO PACIFIC FOUNDERS. The firm was established in 10/01/2014. They have over 2 offices throughout the country.

CHICAGO PACIFIC FOUNDERS is a Chicago, Illinois based Financial Planning firm with nearly $3,995,954,298 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	172960
SEC#	801-80330
Assets Managed by Firm	$3,995,954,298
No. of Clients	20
No. of Advisors	29

Fee Structure

A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	20	$3,995,954,298

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