AdvisorOS Directory
Claim Profile
CW

Chad Thomas Whiteley

INNOVIS ASSET MANAGEMENT LLC·CHICAGO, Illinois
Unclaimed Profile
2634 N. WILTON AVE, CHICAGO, IL 60614CRD# 7494781Firm CRD# 318673
01

About

Chad Thomas Whiteley is a registered financial advisor based in CHICAGO, Illinois, affiliated with INNOVIS ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
INNOVIS ASSET MANAGEMENT LLC
INNOVIS ASSET MANAGEMENT LLC
AUM
$2M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at INNOVIS ASSET MANAGEMENT LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7494781
Firm CRD# 318673
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHICAGO?

Browse all registered financial advisors in CHICAGO, Illinois or claim this profile if it's yours.

Browse CHICAGO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Chad Thomas Whiteley offer?
Chad Thomas Whiteley specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.
What are Chad Thomas Whiteley's credentials?
Chad Thomas Whiteley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Thomas Whiteley located?
Chad Thomas Whiteley is based in CHICAGO, Illinois, working with INNOVIS ASSET MANAGEMENT LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Chad Thomas Whiteley charge for services?
Chad Thomas Whiteley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INNOVIS ASSET MANAGEMENT LLC?
INNOVIS ASSET MANAGEMENT LLC has approximately 1 employees and manages $2M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in CHICAGO, Illinois

Warren John Zaccaro
ASSET ALLOCATION & MANAGEMENT COMPANY, LLC·CHICAGO, IL
Caleb Fryer Fishkin
FORTY4 ASSET MANAGEMENT LLC·CHICAGO, IL
Frank James Haggerty
DUFF & PHELPS INVESTMENT MANAGEMENT CO.·CHICAGO, IL
John William Wimbiscus
TRINITY FINANCIAL ADVISORS LLC·CHICAGO, IL
Joyce Barbara Riegel
DUFF & PHELPS INVESTMENT MANAGEMENT CO.·CHICAGO, IL
Michael Aaron Angerthal
DUFF & PHELPS INVESTMENT MANAGEMENT CO.·CHICAGO, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)ROCKFORD (70)SPRINGFIELD (68)WHEATON (68)OAKBROOK TERRACE (66)DEERFIELD (60)
City Guides
OAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile