Stanton Group Wealth Partners, Inc.
Firm details
- Headquarters
- Naperville, Illinois
- CRD number
- 335311
- Website
- www.stantongwp.com
- 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 an individually owned corporate advisory firm registered in Illinois that combines insurance brokerage with client-facing financial advice. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible and include percentage-of-assets, hourly billing, and fixed-fee engagements. The firm does not present itself as an ESG-focused investor and is not described as a capital allocator or multi-state adviser in the available information. Client segmentation is oriented toward individual and small-business relationships rather than institutional or large-scale wealth management.
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 1
John 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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