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MPI WEALTH MANAGEMENT LLC
15 Salt Creek Lane, Suite 404
Hinsdale, Illinois 60521-2965
Tel: 630-325-6900
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 Status | Approved |
|---|---|
| Firm CRD# | 301011 |
| SEC# | 801-117155 |
| Assets Managed by Firm | $247,018,126 |
| No. of Clients | 175 |
| No. of Advisors | 3 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 175 | $247,018,126 |
| Individuals (other than high net worth individuals) | 6 | $524,694 |
| High net worth individuals | 137 | $143,116,178 |
| Charitable organizations | Fewer than 5 clients | $6,951,806 |
| Corporations or other businesses | 20 | $27,765,924 |
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