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William Blair CRD 1252
$64.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
150 North Riverside Plaza, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-08-26 |
Branch Locations
The William Blair Building 150 North Riverside, Chicago, IL 60606-1594 • UNITED STATES
150 North Riverside Plaza, Chicago, IL 60606 • United States
The William Blair Building 150 North Riverside, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heartland Advisors, Inc. | Milwaukee | WI | 06/2022 | 08/2024 |
| Marquette Associates | Chicago | IL | 05/2022 | 05/2022 |
| Madison Investments | Milwaukee | WI | 09/2020 | 04/2022 |
| Umb Fund Services | Milwaukee | WI | 07/2019 | 09/2020 |
| Alpha Investment Consulting Group | Milwaukee | WI | 06/2018 | 05/2019 |
| Marquette University | 1250 W Wisconsin Ave | WI | 08/2015 | 05/2019 |
| William Blair | Chicago | IL | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-12 |
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