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WORLD EQUITY GROUP, INC.

425 N Martingale Rd
Suite 1220
Schaumburg, Illinois 60173
Tel: 847-342-1700

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About WORLD EQUITY GROUP, INC.

WORLD EQUITY GROUP, INC, formally registered with the SEC as WORLD EQUITY GROUP, INC. The firm was established in 03/26/1999. They have over 47 offices throughout the country.

WORLD EQUITY GROUP, INC. is a Schaumburg, Illinois based Financial Planning firm with nearly $858,545,669 assets under management, offering retirement planning & investment advisory services to 3103 clients. The firm is staffed with 190 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#29087
SEC#801-56328
Assets Managed by Firm$858,545,669
No. of Clients3103
No. of Advisors190

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total3103$858,545,669
Individuals (other than high net worth individuals)3109$858,545,669

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ENVESTNET PMC
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BALYASNY ASSET MANAGEMENT L.P.
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NUVEEN ASSET MANAGEMENT, LLC
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