Wanzenberg Partners, LLC is an adviser based in Chicago. It manages $3.68 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010.
Wanzenberg Partners provides portfolio management for pooled investment vehicles and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wanzenberg Partners, LLC is $3.68 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wanzenberg Partners, 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.
The principal office where Wanzenberg Partners, LLC performs its advisory services is located at 550 West Adams Street, Chicago, IL 60661, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-669-1472 or by fax 312-930-0118. The normal business hours are 9am - 5pm on Monday - Friday.