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103 ADVISORY GROUP
103 ADVISORY GROUP LLC
CRD 314694 · SEC 801-123666
231 S. LASALLE STREET, 21ST FLOOR, CHICAGO, IL, 60604, United States
Phone
312-543-8759
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$257.2M
Discretionary AUM
$257.2M
Team
3 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersFINANCIAL CONSULTING NOT RESULTING IN A FORMAL FINANCIAL PLAN
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $23.9M |
| High net worth individuals | 40 | $233.3M |
States served
CA, IL, IN, NE, TX, FL
All web addresses on file
Official SEC filing: View on IAPD