Advisers in Highland Park, IL

3 advisers in Highland Park — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

New Vernon Wealth Management LLC799 Central Ave, Suite 350 · Highland Park, IL 60035 · (847) 926-5700 · % of assets managedCRD 164775 · % of assets · $781.0 million AUMSEC registeredNo commissions reported Precise Investment Management, INC.600 Central Ave, Suite 293 · Highland Park, IL 60035 · (702) 906-0940 · % of assets managedCRD 282557 · % of assets · $186.3 million AUMSEC registeredNo commissions reported Walled Lake Planning & Wealth Management, LLC600 Elm Place · Highland Park, IL 60035 · (847) 616-2590 · Financial planningCRD 299595 · % of assets · $732.2 million AUMSEC registeredNo commissions reported

Talking to advisers in Highland Park? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.