CIBC PRIVATE WEALTH ADVISORS, INC.

181 West Madison Street
36th Floor
Chicago, Illinois 60602
Tel: 312-368-7700

About CIBC PRIVATE WEALTH ADVISORS, INC.

CIBC PRIVATE WEALTH ADVISORS, INC, formally registered with the SEC as CIBC PRIVATE WEALTH ADVISORS, INC. The firm was established in 10/27/2000. They have over 14 offices throughout the country.

CIBC PRIVATE WEALTH ADVISORS, INC. is a Chicago, Illinois based Financial Planning firm with nearly $57,308,548,955 assets under management, offering retirement planning & investment advisory services to 29445 clients. The firm is staffed with 539 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109644
SEC#	801-57986
Assets Managed by Firm	$57,308,548,955
No. of Clients	29445
No. of Advisors	539

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (INDEX PROVIDER)

Firm Client Information

	No. of Clients	AUM
Firm Total	29445	$57,308,548,955
Individuals (other than high net worth individuals)	26137	$22,950,524,498
High net worth individuals	1048	$13,852,253,821
Pension and profit sharing plans	652	$803,491,801
Charitable organizations	945	$1,801,379,404
Corporations or other businesses	640	$13,772,016,592

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