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Daniel Morris Masters

AGR PARTNERS LLC·CHICAGO, Illinois
Unclaimed Profile
212 W. SUPERIOR STREET, CHICAGO, IL 60654CRD# 6776153Firm CRD# 283081
01

About

Daniel Morris Masters is a registered financial advisor based in CHICAGO, Illinois, affiliated with AGR PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
AGR PARTNERS LLC
AGR PARTNERS LLC
AUM
$1.1B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at AGR PARTNERS LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6776153
Firm CRD# 283081
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Morris Masters offer?
Daniel Morris Masters specializes in Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Daniel Morris Masters's credentials?
Daniel Morris Masters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Morris Masters located?
Daniel Morris Masters is based in CHICAGO, Illinois, working with AGR PARTNERS LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Daniel Morris Masters charge for services?
Daniel Morris Masters's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AGR PARTNERS LLC?
AGR PARTNERS LLC has approximately 10 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
OAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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