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. is a corporation that combines an independent broker-dealer platform with investment banking activity and advisory services for individuals and families. The firm has been SEC-registered since 1999 and operates as a capital allocator while also acting as an insurance broker. Its client-facing advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, publication of periodic market material, and the delivery of educational seminars and workshops. Compensation is a mix of percentage-of-AUM, hourly and fixed fees. The firm reports no active ESG investing program. Business relationships extend beyond brokerage: World Equity Group lists affiliations with other investment advisers, accountants and insurance companies, reflecting a cross-disciplinary network for client solutions.
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 13JOHN NAU
CEOCRD 1375273
BRYAN NELSON
President and CEOCRD 5289007
GEORGE ABBOUD
Chief Executive OfficerCRD 5757436
Contacts
3 of 133GUY 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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