VERTEX PARTNERS
Firm details
- Headquarters
- DOWNERS GROVE, Illinois
- CRD number
- 316839
- Registered since
- January 3, 2022
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.18%
- Individuals23.35%
- Pension & Profit Sharing Plans0.36%
- Corporations / Businesses0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Vertex Partners is an independent, individual-owned LLC that registered with the SEC in 2022 and operates as a fee-based wealth manager for both individuals/families and institutional clients. The firm bills clients on a percentage-of-AUM basis and through fixed fees and positions itself as a capital allocator and selector of external managers when appropriate. Core advisory services listed by the firm include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. Vertex Partners reports an industry affiliation with accounting professionals and does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds77%
- Exchange Traded Equities17%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
- State & Local Bonds1%
Contacts
3 of 13Megan Micek
Client Service AssociateCRD 7224691
PETER BABILLA
Senior Wealth AdvisorCRD 1312217
SCOTT SANDEE
Managing PartnerCRD 4605342
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 145Active vs passive
$637M in ETFs
54%
$344M
18%
$293M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $72.7M | 950,227 | 11.41% |
Location
DOWNERS GROVE, IL
DU PAGE
Location
DOWNERS GROVE, IL
Headquartered in DOWNERS GROVE, 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
- 3000 Woodcreek Dr
- Time zone
- CT (UTC-6)
- Office locations
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