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PERFORMANCE WEALTH PARTNERS, LLC
PERFORMANCE WEALTH PARTNERS, LLC
PERFORMANCE WEALTH
HINSDALE, Illinois
·
4 registered advisors
·
CRD# 311735
SEC# 801-120074
3
(630) 686-5715
01
Firm Overview
AUM
$2.5B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at PERFORMANCE WEALTH PARTNERS, LLC
4 registered advisors
Charles Ronald Lesser
VERNON HILLS, Illinois
CRD# 6523791
John Paul Salvino
HINSDALE, Illinois
CRD# 4213590
Ryan William Gough
HINSDALE, Illinois
CRD# 6603419
Thomas John Salvino
HINSDALE, Illinois
CRD# 2332046
05
Office Locations
HINSDALE, Illinois
3 advisors
VERNON HILLS, Illinois
1 advisor
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Data sourced from SEC Form ADV filings. PERFORMANCE WEALTH PARTNERS, LLC (CRD# 311735) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.