Anmelden Kostenlos registrieren

Barrington Strategic Wealth Management Group LLC (Chicago)


Barrington Strategic Wealth Management Group LLC is a large advisory firm based in Chicago. It manages $348.87 million of regulatory assets for 598 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Florida, Illinois, and 5 other states.

Logo



Barrington Strategic Wealth Management Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and investment consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Barrington Strategic Wealth Management Group: assets under management

The assets under management (AUM) of Barrington Strategic Wealth Management Group LLC is $348.87 million. The firm's AUM has grown by 42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $288.32 million in discretionary accounts and $60.56 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $541.95 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $917.56 thousand.
Barrington Strategic Wealth Management Group has custody of $3.23 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Barrington Strategic Wealth Management Group LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chicago

The principal office where Barrington Strategic Wealth Management Group LLC performs its advisory services is located at 1 North Franklin Street, Chicago, IL 60606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-870-1900 or by fax 312-870-1901. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at bswmg.com/.


Registered investment advisers similar to Barrington Strategic Wealth Management Group LLC