VERTEX PLANNING PARTNERS, LLC
Doing business as VERTEX PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$1,011,939,498
Discretionary
$1,009,436,132
Non-discretionary
$2,503,366
Firm details
- CRD number
- 316839
- SEC file number
- 801-122980
- Main office
- DOWNERS GROVE, IL, United States
- Employees
- 20
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.