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TC WEALTH PARTNERS, LLC
TC WEALTH PARTNERS, LLC
DOWNERS GROVE, Illinois
·
4 registered advisors
·
CRD# 283644
SEC# 801-108371
2
888-545-2200
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
30
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at TC WEALTH PARTNERS, LLC
4 registered advisors
Brandy Lynn Harrington
DOWNERS GROVE, Illinois
CRD# 3123489
Debra Lynn Gregorash
DOWNERS GROVE, Illinois
CRD# 6665620
Gregory Walter Osko
DOWNERS GROVE, Illinois
CRD# 1538656
William Mitchel Giffin
DOWNERS GROVE, Illinois
CRD# 2148055
05
Office Locations
DOWNERS GROVE, Illinois
4 advisors
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Data sourced from SEC Form ADV filings. TC WEALTH PARTNERS, LLC (CRD# 283644) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.