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PERFORMANCE WEALTH
36 E. Hinsdale Ave
Hinsdale, Illinois 60521
Tel: (630) 686-5715
About PERFORMANCE WEALTH
PERFORMANCE WEALTH, formally registered with the SEC as PERFORMANCE WEALTH. The firm was established in 01/04/2021. They have over 3 offices throughout the country.
PERFORMANCE WEALTH is a Hinsdale, Illinois based Financial Planning firm with nearly $3,387,124,011 assets under management, offering retirement planning & investment advisory services to 2296 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311735 |
| SEC# | 801-120074 |
| Assets Managed by Firm | $3,387,124,011 |
| No. of Clients | 2296 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2296 | $3,387,124,011 |
| Individuals (other than high net worth individuals) | 387 | $114,389,408 |
| High net worth individuals | 445 | $3,246,730,102 |
| Charitable organizations | Fewer than 5 clients | $463,945 |
| Corporations or other businesses | Fewer than 5 clients | $25,540,556 |
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|---|---|---|---|
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| $545,530,164,135 | 401 | 220 | |
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| $239,614,971,441 | 59703 | 397 |
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