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ARETE WEALTH ADVISORS, LLC
Tel: 312-940-3684
1115 W Fulton Market 3rd Floor
Chicago, Illinois 60607
ARETE WEALTH ADVISORS, LLC
ARETE WEALTH ADVISORS, LLC is a Chicago, Illinois based financial advisory firm with nearly $2,672,456,687 in assets under management and provides investment advisory services for 5251 clients. There are currently 130 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 , Publication of periodicals and newsletters , Other (NON-DISCRETIONARY INVESTMENT ADVICE REGARDING SECURITIES OF AFFILIATES OF MASTERWORKS.IO, LLC.)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (SHARING IN UNDERWRITING FEES FROM AN AFFILIATED BROKER-DEALE
Firm CRD#:
145488
SEC#:
801-69827
No. of Clients:
5251
Assets under Management
$2,672,456,687
No. of Advisors:
130
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