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Stewart James Rallis

STAIRWAY PARTNERS, LLC·CHICAGO, Illinois
Unclaimed Profile
209 SOUTH LASALLE STREET, CHICAGO, IL 60604-1447CRD# 1212536Firm CRD# 133157
01

About

Stewart James Rallis is a registered financial advisor based in CHICAGO, Illinois, affiliated with STAIRWAY PARTNERS, 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
STAIRWAY PARTNERS, LLC
STAIRWAY PARTNERS, LLC
AUM
$2.0B
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at STAIRWAY PARTNERS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1212536
Firm CRD# 133157
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stewart James Rallis offer?
Stewart James Rallis specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.
What are Stewart James Rallis's credentials?
Stewart James Rallis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stewart James Rallis located?
Stewart James Rallis is based in CHICAGO, Illinois, working with STAIRWAY PARTNERS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Stewart James Rallis charge for services?
Stewart James Rallis'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 STAIRWAY PARTNERS, LLC?
STAIRWAY PARTNERS, LLC has approximately 5 employees and manages $2.0B 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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