Organize, Protect & Grow Your Wealth, LLC
Firm details
- Headquarters
- Batavia, Illinois
- CRD number
- 321977
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI64%
- Individuals26.51%
- Pension & Profit Sharing Plans8.37%
- Charitable Organizations0.62%
- Corporations / Businesses0.5%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Organize, Protect & Grow Your Wealth, LLC is a privately held limited liability company that provides fee-based portfolio management services to individuals, families and small businesses, with the firm also advising some institutional clients. Ownership is held by an individual and the adviser charges clients a percentage of assets under management. The firm's advisory activity centers on direct portfolio management rather than pension consulting or bespoke multi-state offerings. It does not identify as an active ESG investor and is not described as a capital allocator or a related adviser to other registered entities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities49%
- Exchange Traded Equities32%
- Cash & Cash Equivalents11%
- US Government Bonds3%
- Other2%
Contacts
1 of 1
Lang Nguyen
Wealth ManagerCRD 6526189
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Batavia, IL
Kane
Location
Batavia, IL
Headquartered in Batavia, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Kane
- Address
- 1 S430 Wenmoth Rd
- Time zone
- CT (UTC-6)
- Office locations
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