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CIBC PRIVATE WEALTH ADVISORS, INC.

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

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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 StatusApproved
Firm CRD#109644
SEC#801-57986
Assets Managed by Firm$57,308,548,955
No. of Clients29445
No. of Advisors539

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 ClientsAUM
Firm Total29445$57,308,548,955
Individuals (other than high net worth individuals)26137$22,950,524,498
High net worth individuals1048$13,852,253,821
Pension and profit sharing plans652$803,491,801
Charitable organizations945$1,801,379,404
Corporations or other businesses640$13,772,016,592

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