STANTON GROUP WEALTH PARTNERS, INC.
Firm details
- Headquarters
- NAPERVILLE, Illinois
- CRD number
- 335311
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Stanton Group Wealth Partners, Inc. is a corporation that operates primarily as an insurance broker while also providing a range of financial advisory services. The firm focuses on financial planning, portfolio management for individuals and small businesses, and pension consulting. Their investment activity reflects a commitment to personalized financial strategies, catering to the unique needs of their clients. Although they do not actively engage in ESG investing, their services are designed to help clients navigate the complexities of wealth management.
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
Contacts
1 of 1JOHN STANTON
Founder & Wealth AdvisorCRD 1652643
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NAPERVILLE, IL
DU PAGE
Location
NAPERVILLE, IL
Headquartered in NAPERVILLE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- DU PAGE
- Address
- 2020 Calamos Ct
- Time zone
- CT (UTC-6)
- Office locations
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