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 small, privately held advisory firm organized as an LLC and owned by an individual. The firm serves both individual/family clients and some institutional relationships, and it charges fees based on a percentage of assets under management. Its stated advisory activity focuses on portfolio management for individuals and small businesses. The adviser is not an active ESG investor and does not operate as a multi-state or pension consultant adviser.
Assets & Accounts
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 1Lang 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
- 1S430 Wenmoth Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
RHODES CAPITAL MANAGEMENT, INC.
RIABATAVIA, IL
MASUS FINANCIAL GROUP, LTD.
RIABATAVIA, IL
FIRST WEALTH ADVISORY, INC.
RIAIL
KCPAG FINANCIAL ADVISORS LLC
RIAROBINSON, IL
DESPAIN INVESTMENT SOLUTIONS, LTD.
RIACOLLINSVILLE, IL
CORNERSTONE ASSET MANAGEMENT, INC.
RIANAPERVILLE, IL