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VERTEX PARTNERS

3000 Woodcreek Drive
Suite 100
Downers Grove, Illinois 60515
Tel: 630-836-3300

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About VERTEX PARTNERS

VERTEX PARTNERS, formally registered with the SEC as VERTEX PARTNERS. The firm was established in 01/03/2022. They have over 2 offices throughout the country.

VERTEX PARTNERS is a Downers Grove, Illinois based Financial Planning firm with nearly $827,936,305 assets under management, offering retirement planning & investment advisory services to 2374 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#316839
SEC#801-122980
Assets Managed by Firm$827,936,305
No. of Clients2374
No. of Advisors20

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • 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 ClientsAUM
Firm Total2374$827,936,305
Individuals (other than high net worth individuals)545$195,355,667
High net worth individuals269$628,304,222
Pension and profit sharing plans2$2,799,723
Charitable organizations1$1,268
Corporations or other businesses2$1,475,425

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INVESCO CAPITAL MANAGEMENT LLC
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$545,530,164,135401220
ENVESTNET PMC
150 North Riverside Plaza Suite 2050
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$426,071,864,5661821809415
BALYASNY ASSET MANAGEMENT L.P.
444 W. Lake Street, 50th Floor
Chicago, IL, 60606
$248,044,764,038371857
NUVEEN ASSET MANAGEMENT, LLC
333 West Wacker Drive
Chicago, IL, 60606
$239,614,971,44159703397

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