900 Technology Way
Suite 130
Libertyville, Illinois 60048
Tel: 847-918-9100
INSPIRION WEALTH ADVISORS, LLC, formally registered with the SEC as INSPIRION WEALTH ADVISORS, LLC. The firm was established in 10/16/2012. They have over 2 offices throughout the country.
INSPIRION WEALTH ADVISORS, LLC is a Libertyville, Illinois based Financial Planning firm with nearly $1,237,818,941 assets under management, offering retirement planning & investment advisory services to 2556 clients. The firm is staffed with 13 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 165174 |
SEC# | 801-77181 |
Assets Managed by Firm | $1,237,818,941 |
No. of Clients | 2556 |
No. of Advisors | 13 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2556 | $1,237,818,941 |
Individuals (other than high net worth individuals) | 511 | $115,776,273 |
High net worth individuals | 381 | $1,096,995,629 |
Pension and profit sharing plans | 36 | $25,047,039 |
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 |
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