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

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