Arete Wealth Advisors, LLC
Arete Wealth Advisors, LLC (CRD# 145488) is a financial advisory firm headquartered in Chicago, IL. They manage $2,672,456,687 in 5,251 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management2,672MILLION
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Total Number of Accounts5,251ACCOUNTS
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Average Account Value$508,942
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Unbo Chung (CRD# 6208569) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 10 years of experience in the finance industry.
Mark Cohen (CRD# 2054897) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 33 years of experience in the finance industry.
Brenton Collins (CRD# 4915000) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in West Des Moines, IA and has over 19 years of experience in the finance industry.
Ronan Cox (CRD# 2693480) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in New York, NY and has over 28 years of experience in the finance industry.
Joshua Cross (CRD# 4522751) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 20 years of experience in the finance industry.
James Culp (CRD# 5186011) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 16 years of experience in the finance industry.
Michael Dandrea (CRD# 5919930) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 12 years of experience in the finance industry.
Daniel Diaz (CRD# 6885927) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Los Gatos, CA and has over 5 years of experience in the finance industry.
Todd Doorenbos (CRD# 2994046) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 25 years of experience in the finance industry.
Andrew Dorr (CRD# 5297867) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 16 years of experience in the finance industry.