Chicago Investment Advisory Group

RIASEC Registered

Total AUM

$275M

Discretionary

$275M

100% of AUM

Avg account

$144K

Accounts

1,910

Employees

Advisory reps

Firm details

Headquarters: Mokena, Illinois
CRD number: 142810
Registered since: July 5, 2019
Website: www.ciag.us
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Individuals55.3%
HNWI41.34%
Pension & Profit Sharing Plans3.36%
Services: Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Chicago Investment Advisory Group is an independent registered investment adviser that elected SEC registration in 2019. Structured as a corporation with domestic-entity and individual ownership, the firm serves both individual and family clients as well as institutional relationships. Its advisory work centers on portfolio management for individuals and small businesses and includes pension consulting services. The business charges fees based on a percentage of assets under management and does not identify itself as an active ESG investor or a capital allocator.