WELLS STREET ADVISORS, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 166700
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Wells Street Advisors, LLC operates as a limited liability company focused on providing portfolio management services. The firm caters to individuals and small businesses, as well as businesses and institutions, offering a range of advisory activities that include the selection of other advisers. While the firm does not actively engage in ESG investing, it maintains a straightforward fee structure based on a percentage of assets under management. The firm is classified as a capital allocator and is affiliated with a broker-dealer.
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
- Exchange Traded Equities95%
- Derivatives4%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1THOMAS HAUGH
Chief Investment OfficerCRD 2185651
Contacts
1 of 1DANIEL HAUGH
PresidentCRD 2162854
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 411 S Wells St
- Time zone
- CT (UTC-6)
- Office locations
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