425 N Martingale Rd
Suite 1220
Schaumburg, Illinois 60173
Tel: 847-342-1700
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 29087 |
SEC# | 801-56328 |
Assets Managed by Firm | $858,545,669 |
No. of Clients | 3103 |
No. of Advisors | 190 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3103 | $858,545,669 |
Individuals (other than high net worth individuals) | 3109 | $858,545,669 |
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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