|
⚲
|
| MPI Wealth Management LLC
✚
| |
|---|---|
| CRD # | 301011 |
| SEC # | 801-117155 |
| CIK # | |
| AUM | $247.0 MM (2024-03-04) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 630-325-6900 |
| Address | 15 Salt Creek Lane, Suite 404 Hinsdale, IL 60521-2965 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 0.5 |
| (b) Individuals (high net worth individuals) | 137 | 143.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 7.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 8 | 68.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 27.8 |
| (n) Other | 0 | 0.0 |
| Total | 175 | 247.0 |
| By Discretionary | ||
| Discretionary | 175 | 247.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 175 | 247.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 247.0 | |
| Total | 175 | 247.0 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
MPI Wealth Management LLC
✚
|
IL | 0.2 |
|
MPI Investment Management Inc
✚
|
IL | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Focus Wealth Advisors LLC
✚
|
TX | 0.2 |
|
Optima Capital LLC
✚
|
OR | 0.2 |
|
Windward Private Wealth Management Inc
✚
|
KS | 0.2 |
|
Mai Inc
✚
|
KY | 0.2 |
|
Ballast Financial Advisors LLC
✚
|
PA | 0.2 |
|
Gasber Financial Advisors Inc
✚
|
CA | 0.2 |
|
AJ Advisors LLC
✚
|
TN | 0.2 |
|
Coombe Bender & Company LLC
✚
|
NY | 0.2 |
|
WIN Advisors Inc
✚
|
FL | 0.2 |
|
Carmel Capital Management LLC
✚
|
CA | 0.2 |