Chicago Partners Wealth Advisors
Investment Management • 
One North Wacker Drive, Suite 4110, United States • 51-100 Employees
Company overview
| Headquarters | One North Wacker Drive, Suite 4110, Chicago, IL 60606, US |
| Phone number | +13127575543 |
| Website | |
| NAICS | 5231 |
| Keywords | Risk Management, Financial Management, Wealth Management, Portfolio Management, Estate Planning, Mutual Funds, Investment Management, White-Glove Service, Investment Advisor, Index Funds, Dimensional Fund Advisors (Dfa), Globally Diversified, Portfolio Yield |
| Founded | 2008 |
| Employees | 51-100 |
| Socials |
Key Contacts at Chicago Partners Wealth Advisors
Jim Hagedorn
Founder & Managing Partner
James T. Palermo
Partner And Director Of Ria Acquisitions
Tom Reed
Managing Director - Business Development
Gabrielle Morante
Managing Director - Business Development
James M. Burke
Managing Director
Andrew Kang
Director Of Operations
Andrew Bratina
Director Of Technology
Chicago Partners Wealth Advisors Email Formats
Chicago Partners Wealth Advisors uses 5 email formats. The most common is {first initial} (e.g., j@chicagopartnersllc.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@chicagopartnersllc.com | 66.7% |
{first initial}.{last name} | j.doe@chicagopartnersllc.com | 12.5% |
{first name}{last name} | johndoe@chicagopartnersllc.com | 10.4% |
{first name}.{last name} | john.doe@chicagopartnersllc.com | 8.3% |
About Chicago Partners Wealth Advisors
Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations, foundations, institutions, and family offices. Chicago Partners currently manages more than $6 Billion assets for 1,200+ clients across the United States. Clients of Chicago Partners receive the 5-Step Wealth Optimization Process, working with their team to create their customized wealth management plan that includes portfolio & investment management, tax management, estate planning, retirement planning, education planning, cash flow planning, and that is always backed by their team of fiduciary financial advisors. Each client works with their team composed of a CPA, CFP, CFA, and JD, each dedicated to optimizing a specific dimension of wealth. As fee-only fiduciaries, Chicago Partners advisors meet the highest standard of quality for advisors and always act in your best interest. If you are interested in a complimentary review of your current investment portfolio and household balance sheet, please visit us at www.chicagopartnersllc.com/contact and an advisor will be in touch shortly.
Chicago Partners Wealth Advisors revenue & valuation
| Annual revenue | $3,000,000 |
| Revenue per employee | $57,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $9,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Chicago Partners Wealth Advisors has 17 employees across 6 departments.
Departments
Number of employees
Funding Data
Chicago Partners Wealth Advisors has never raised funding before.
Chicago Partners Wealth Advisors Tech Stack
Discover the technologies and tools that power Chicago Partners Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
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Analytics
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Miscellaneous
Programming languages
Advertising
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Italy
Australia
Belgium
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Frequently asked questions
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