Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > illinois > downers grove > VERTEX PARTNERS
VERTEX PARTNERS
3000 Woodcreek Drive
Suite 100
Downers Grove, Illinois 60515
Tel: 630-836-3300
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 Status | Approved |
|---|---|
| Firm CRD# | 316839 |
| SEC# | 801-122980 |
| Assets Managed by Firm | $827,936,305 |
| No. of Clients | 2374 |
| No. of Advisors | 20 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 2374 | $827,936,305 |
| Individuals (other than high net worth individuals) | 545 | $195,355,667 |
| High net worth individuals | 269 | $628,304,222 |
| Pension and profit sharing plans | 2 | $2,799,723 |
| Charitable organizations | 1 | $1,268 |
| Corporations or other businesses | 2 | $1,475,425 |
More Retirement Planning firms in Downers Grove, Illinois:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
Explore More Retirement Advisors in Downers Grove, Illinois