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WP GLOBAL PARTNERS LLC

155 N. Wacker Drive
Suite 4400
Chicago, Illinois 60606-1727
Tel: 312-277-1300

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About WP GLOBAL PARTNERS LLC

WP GLOBAL PARTNERS LLC, formally registered with the SEC as WP GLOBAL PARTNERS LLC. The firm was established in 05/26/2005. They have over 6 offices throughout the country.

WP GLOBAL PARTNERS LLC is a Chicago, Illinois based Financial Planning firm with nearly $3,523,354,584 assets under management, offering retirement planning & investment advisory services to 60 clients. The firm is staffed with 32 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#135689
SEC#801-64343
Assets Managed by Firm$3,523,354,584
No. of Clients60
No. of Advisors32

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based
  • Other (FEES BASED ON CAPITAL COMMITMENTS)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total60$3,523,354,584

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