DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
SIGNIFICANT WEALTH PARTNERS LLC
Tel: (847) 639-7830
117 W. Main St. Cary, Illinois 60013
SIGNIFICANT WEALTH PARTNERS LLC
SIGNIFICANT WEALTH PARTNERS LLC is a Cary, Illinois based financial advisory firm with nearly $210,000,000 in assets under management and provides investment advisory services for 439 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
293060
SEC#:
801-128037
No. of Clients:
439
Assets under Management
$210,000,000
No. of Advisors:
7
More Financial Advisory Firms in Cary, Illinois
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| NORTHERN TRUST INVESTMENTS, INCORPORATED | 105780 | 674 |
| INVESCO CAPITAL MANAGEMENT LLC | 125601 | 220 |
| ENVESTNET PMC | 111694 | 415 |
| BALYASNY ASSET MANAGEMENT L.P. | 138111 | 1857 |
| NUVEEN ASSET MANAGEMENT, LLC | 155584 | 397 |
| LGIM AMERICA | 149156 | 286 |
More Firms in Cary, Illinois >>