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Frank Joseph Aiello

Chicago Partners Investment Group LLC

Chicago, IL

CRD 6722721

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Employer firm

Chicago Partners Investment Group LLC CRD 147662

$7.47B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • 401K PLAN OPTION REVIEW & MONITORING

From the firm’s Form ADV. Read the guides:

Current Employers
Chicago Partners Investment Group Llc

1 North Wacker Drive Suite 4075, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-01-13
  • IL RA
    APPROVED
    Since 2022-01-13

Branch Locations

1 North Wacker Drive Suite 4075, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tkf Homes Glenview IL 03/2014 Present
Chicago Partners Investment Advisory Group, Llc Chicago IL 10/2016 Present
  • 03/2014 → Present
    Tkf Homes
    Glenview, IL
  • 10/2016 → Present
    Chicago Partners Investment Advisory Group, Llc
    Chicago, IL
Previous Registrations
Other Businesses

TKF Homes 2107 Warwick Ln Glenview, IL 60026 Partner Home Flipping

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-22
  • S65 Uniform Investment Adviser Law Examination
    2016-09-22

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

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