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Chicago Wealth Management, Inc.

Overview

Articles

Insights

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

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on March 25, 2017
    • $105.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 596
      Accounts
    • $176.1K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

3

name start date
Jeff Cribbs, CFP®, ADPA®
June 1998
Nicholas J. Thompson
May 2012
Whitney Harris Ribbens
April 2016

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Jeffrey George Cribbs Managing Principal November, 2002 75% or more
    Nicholas J. Thompson Chief Compliance Officer February, 2015 25% to 50%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees