CHICAGO INVESTMENT ADVISORY GROUP

19015 S. Jodi Rd., Suite G
Mokena, Illinois 60448
Tel: 708-478-7190

About CHICAGO INVESTMENT ADVISORY GROUP

CHICAGO INVESTMENT ADVISORY GROUP, formally registered with the SEC as CHICAGO INVESTMENT ADVISORY GROUP. The firm was established in 07/05/2019. They have over 3 offices throughout the country.

CHICAGO INVESTMENT ADVISORY GROUP is a Mokena, Illinois based Financial Planning firm with nearly $212,534,873 assets under management, offering retirement planning & investment advisory services to 1568 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	142810
SEC#	801-116908
Assets Managed by Firm	$212,534,873
No. of Clients	1568
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1568	$212,534,873
Individuals (other than high net worth individuals)	663	$146,071,474
High net worth individuals	23	$66,463,399

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