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Home > Retirement Planners > illinois > chicago > STAIRWAY PARTNERS, LLC
STAIRWAY PARTNERS, LLC
209 South Lasalle Street
Suite 504
Chicago, Illinois 60604-1447
Tel: 630-371-2626
About STAIRWAY PARTNERS, LLC
STAIRWAY PARTNERS, LLC, formally registered with the SEC as STAIRWAY PARTNERS, LLC. The firm was established in 10/29/2004. They have over 2 offices throughout the country.
STAIRWAY PARTNERS, LLC is a Chicago, Illinois based Financial Planning firm with nearly $2,025,875,385 assets under management, offering retirement planning & investment advisory services to 102 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 133157 |
| SEC# | 801-63583 |
| Assets Managed by Firm | $2,025,875,385 |
| No. of Clients | 102 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 102 | $2,025,875,385 |
| Individuals (other than high net worth individuals) | 9 | $4,494,148 |
| High net worth individuals | 45 | $182,339,809 |
| Pension and profit sharing plans | 6 | $1,836,078,809 |
| Charitable organizations | Fewer than 5 clients | $2,962,619 |
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