WAUD CAPITAL PARTNERS

300 North Lasalle Street
Suite 4900
Chicago, Illinois 60654
Tel: 312-676-8400

About WAUD CAPITAL PARTNERS

WAUD CAPITAL PARTNERS, formally registered with the SEC as WAUD CAPITAL PARTNERS. The firm was established in 03/29/2012. They have over 1 offices throughout the country.

WAUD CAPITAL PARTNERS is a Chicago, Illinois based Financial Planning firm with nearly $4,561,699,151 assets under management, offering retirement planning & investment advisory services to 23 clients. The firm is staffed with 70 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160632
SEC#	801-73921
Assets Managed by Firm	$4,561,699,151
No. of Clients	23
No. of Advisors	70

Fee Structure

A percentage of AUM
Performance Based
Other (PORTFOLIO COMPANY MANAGEMENT AND TRANSACTION FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	23	$4,561,699,151

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