WIND POINT PARTNERS

676 N. Michigan Ave.
Ste. 3700
Chicago, Illinois 60611
Tel: 312-255-4800

About WIND POINT PARTNERS

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

WIND POINT PARTNERS is a Chicago, Illinois based Financial Planning firm with nearly $6,096,195,371 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 44 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156485
SEC#	801-73327
Assets Managed by Firm	$6,096,195,371
No. of Clients	15
No. of Advisors	44

Fee Structure

A percentage of AUM
Performance Based
Other (TRANSACTION FEES, MONITORING FEES, AND BOARD COMPENSATION)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (MANAGEMENT OF PRIVATE EQUITY FUNDS)

Firm Client Information

	No. of Clients	AUM
Firm Total	15	$6,096,195,371

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