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Chicago Partners Investment Group LLC

EST. AUM
$5,958,850,183

CONTACTS
13

CLIENT ACCOUNTS
7,713

Firm Details

Metro area Chicago
CRD Number 147662
Website chicagopartnersllc.com
Client types

Overview

In 2007, founders Jim Hagedorn and Anthony Halpin launched Chicago Partners, spinning off PricewaterhouseCoopers' (PwC) wealth management arm into a small, Chicago-based RIA. Starting with 100 clients and one 4-person office in Chicago, Jim and Anthony focused on creating high-quality customized wealth management strategies for investors. Over the next 13 years, they built a team of over 30 financial professionals with expertise ranging from investment selection to estate planning. As of 2021, Chicago Partners operates locations in fives states, serving as CIO and trusted advisor for over 1,200 investors across the United States and abroad.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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