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| Performance Wealth Partners LLC
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|
|
|---|---|
| CRD # | 311735 |
| SEC # | 801-120074 |
| CIK # | |
| AUM | $1.9 BB (2023-03-21) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 630-686-5655 |
| Address | 36 E Hinsdale Ave Hinsdale, IL 60521 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 302 | 0.1 |
| (b) Individuals (high net worth individuals) | 389 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,837 | 1.9 |
| By Discretionary | ||
| Discretionary | 1,813 | 1.9 |
| Non-Discretionary | 24 | 0.0 |
| Total | 1,837 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 1,837 | 1.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealthsource Partners LLC
✚
|
CA | 1.9 |
|
Meritage Portfolio Management Inc
✚
|
KS | 1.9 |
|
Glassman Wealth Services LLC
✚
|
VA | 1.9 |
|
McKinley Carter Wealth Services Inc
✚
|
WV | 1.9 |
|
West Financial Services Inc
✚
|
VA | 1.9 |
|
Courier Capital LLC
✚
|
NY | 1.9 |
|
Beirne Wealth Consulting Services LLC
✚
|
CT | 1.9 |
|
Foundry Partners LLC
✚
|
MN | 1.9 |
|
Obermeyer Wood Investment Counsel LLLP
✚
|
CO | 1.9 |
|
SFMG LLC
✚
|
TX | 1.9 |