World Equity Group, Inc.
Firm details
- Headquarters
- Schaumburg, Illinois
- CRD number
- 29087
- Registered since
- March 26, 1999
- Website
- www.worldequitygroup.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.62%
- Individuals36.38%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
World Equity Group, Inc. operates as a corporation that combines independent broker-dealer and investment banking functions while serving individual and family clients. The firm has been SEC-registered since 1999 and is identified as a capital allocator that places client assets with external managers in addition to providing in-house brokerage and insurance services. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, periodical publications, and educational seminars. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee billing. The firm is not identified as an active ESG investor.
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 Equities91%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
3 of 13
John Nau
CEOCRD 1375273
Bryan Nelson
President And CEOCRD 5289007
George Abboud
Chief Executive OfficerCRD 5757436
Contacts
3 of 132Guy Abbanat
Registered RepresentativeCRD 1235698
Peter Forbes
Financial AdvisorCRD 1666214
Michael Lovisolo
Relationship ManagerCRD 7023168
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 250Active vs passive
$210M in ETFs
63%
$132M
22%
$78.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $13.8M | 23,898 | 6.57% |
Location
Schaumburg, IL
Cook
Location
Schaumburg, IL
Headquartered in Schaumburg, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 425 N Martingale Rd
- Time zone
- CT (UTC-6)
- Office locations
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