Overview
Assets Under Management: $203 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 19
Average Client Assets: $10 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.35
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 103
Discretionary Accounts: 102
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 330796
Last Filing Date: 2025-02-19 00:00:00
Website: https://xxiwealth.com/about-us/