FACTOR WEALTH MANAGEMENT LTD.
Doing business as FACTOR WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$781,019,799
Discretionary
$764,860,485
Non-discretionary
$16,159,314
Firm details
- CRD number
- 104708
- SEC file number
- 801-34937
- Main office
- CHICAGO, IL, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.