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William Ralph Birt Iii

CELERES CAPITAL MANAGEMENT, LLC·CHICAGO, Illinois
Unclaimed Profile
401 NORTH MICHIGAN AVENUE, CHICAGO, IL 60611CRD# 4429569Firm CRD# 169925
01

About

William Ralph Birt Iii is a registered financial advisor based in CHICAGO, Illinois, affiliated with CELERES CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Financial Education
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
CELERES CAPITAL MANAGEMENT, LLC
CELERES CAPITAL MANAGEMENT, LLC
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CELERES CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Educational seminars/workshops
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4429569
Firm CRD# 169925
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Ralph Birt Iii offer?
William Ralph Birt Iii specializes in Investment Management, Retirement Planning, Wealth Management, Financial Education. Contact their office in CHICAGO, Illinois for a consultation.
What are William Ralph Birt Iii's credentials?
William Ralph Birt Iii is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Ralph Birt Iii located?
William Ralph Birt Iii is based in CHICAGO, Illinois, working with CELERES CAPITAL MANAGEMENT, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does William Ralph Birt Iii charge for services?
William Ralph Birt Iii's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CELERES CAPITAL MANAGEMENT, LLC?
CELERES CAPITAL MANAGEMENT, LLC has approximately 5 employees. 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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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