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Chicago Partners Investment Group LLC

Chicago Partners Investment Group LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 16, 2019
    • $1.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $786.0K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

22

name start date
Michael Philip O'Connor
June 2017
Daniel Joseph Toledo
July 2014
Michael David Strasser
January 2019
Mark Frank Toledo
May 2014
Jack Thomas Hagedorn
April 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Cp Insurance Group, LLC -- --
    The Law Office of Matthew R. Grennell -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      James Gerard Hagedorn Chief Compliance Officer August, 2008 75% or more
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees