ADVISORY PARTNERS, LLC

ADVISORY PARTNERS, LLC is an SEC-registered investment adviser (CRD 285518). Regulatory assets under management: $233.4M.

Registration

• CRD: 285518
• SEC file number: 801-108632
• Type: Registered investment adviser
• Phone: 312-586-1400
• Latest filing: 2023-03-28
• Regulatory AUM: $233.4M
• Discretionary AUM: $232.8M
• Non-discretionary AUM: $630K
• Clients: 3
• Accounts: 152

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285518 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search