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VERTEX PARTNERS
Tel: 630-836-3300
3000 Woodcreek Drive Suite 100
Downers Grove, Illinois 60515
VERTEX PARTNERS
VERTEX PARTNERS is a Downers Grove, Illinois based financial advisory firm with nearly $827,936,305 in assets under management and provides investment advisory services for 2374 clients. There are currently 20 financial advisors at the firm.
General Information
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
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
316839
SEC#:
801-122980
No. of Clients:
2374
Assets under Management
$827,936,305
No. of Advisors:
20
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