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MPI WEALTH MANAGEMENT LLC

15 Salt Creek Lane, Suite 404
Hinsdale, Illinois 60521-2965
Tel: 630-325-6900

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About MPI WEALTH MANAGEMENT LLC

MPI WEALTH MANAGEMENT LLC, formally registered with the SEC as MPI WEALTH MANAGEMENT LLC. The firm was established in 08/12/2019. They have over 1 offices throughout the country.

MPI WEALTH MANAGEMENT LLC is a Hinsdale, Illinois based Financial Planning firm with nearly $247,018,126 assets under management, offering retirement planning & investment advisory services to 175 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#301011
SEC#801-117155
Assets Managed by Firm$247,018,126
No. of Clients175
No. of Advisors3

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total175$247,018,126
Individuals (other than high net worth individuals)6$524,694
High net worth individuals137$143,116,178
Charitable organizationsFewer than 5 clients$6,951,806
Corporations or other businesses20$27,765,924

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