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CORAZON GROUP LLC

350 N Orleans
Suite 9000n
Chicago, Illinois 60654
Tel: 312-952-1654

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About CORAZON GROUP LLC

CORAZON GROUP LLC, formally registered with the SEC as CORAZON GROUP LLC. The firm was established in 11/12/2021. They have over 1 offices throughout the country.

CORAZON GROUP LLC is a Chicago, Illinois based Financial Planning firm with nearly $257,685,037 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#285865
SEC#801-122677
Assets Managed by Firm$257,685,037
No. of Clients6
No. of Advisors13

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total6$257,685,037

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