Exi Investment Partners
Exi Investment Partners (CRD# 313372) is a financial advisory firm headquartered in Lake Forest, IL. They manage $26,700,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management27MILLION
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$8,900,000
Compensation Options
- Performance-based fees
- Other
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Exi Investment Partners
1
Jonathan Dries (CRD# 4444659) is an Investment Advisor Representative working at Exi Investment Partners in Lake Forest, IL and has over 20 years of experience in the finance industry.
2
John Westerman (CRD# 5202051) is an Investment Advisor Representative working at Exi Investment Partners in Lake Forest, IL and has over 3 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.