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Chicago Partners Investment Group LLC CRD 147662
$7.47B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 North Wacker Drive Suite 4075, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-21 |
Branch Locations
1 North Wacker Drive Suite 4075, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olph | Glenview | IL | 08/2009 | 05/2018 |
| Loyola Academy | Wilmette | IL | 06/2018 | 07/2022 |
| Wake Forest University | Winston-Salem | NC | 08/2022 | 07/2026 |
| Chicago Partners Investment Group | Chicago | IL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-18 |
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