TALLWOODS PARTNERS, LLC

444 N Wabash Ave
Suite 300
Chicago, Illinois 60611
Tel: 312-283-3697

About TALLWOODS PARTNERS, LLC

TALLWOODS PARTNERS, LLC, formally registered with the SEC as TALLWOODS PARTNERS, LLC. The firm was established in 01/06/2014. They have over 1 offices throughout the country.

TALLWOODS PARTNERS, LLC is a Chicago, Illinois based Financial Planning firm with nearly $247,764,241 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168865
SEC#	801-78525
Assets Managed by Firm	$247,764,241
No. of Clients	10
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	10	$247,764,241
High net worth individuals	5	$143,247,351
Charitable organizations	Fewer than 5 clients	$104,516,890

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