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 $915,284,686 assets under management, offering retirement planning & investment advisory services to 2383 clients. The firm is staffed with 13 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 165174 |
SEC# | 801-77181 |
Assets Managed by Firm | $915,284,686 |
No. of Clients | 2383 |
No. of Advisors | 13 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2383 | $915,284,686 |
Individuals (other than high net worth individuals) | 372 | $95,929,090 |
High net worth individuals | 433 | $805,510,477 |
Pension and profit sharing plans | 30 | $13,845,119 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$902,656,985,580 | 41219 | 726 | |
$400,637,542,107 | 425 | 193 | |
$346,833,814,021 | 1713518 | 479 | |
$248,648,334,766 | 70634 | 421 | |
$209,018,543,172 | 551 | 271 |
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