Arete Wealth Advisors, LLC
Arete Wealth Advisors, LLC (CRD# 145488) is a financial advisory firm headquartered in Chicago, IL. They manage $2,672,456,687 in 5,251 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management2,672MILLION
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Total Number of Accounts5,251ACCOUNTS
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Average Account Value$508,942
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Jerry Greene (CRD# 2232914) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Memphis, TN and has over 31 years of experience in the finance industry.
Anthony Hanley (CRD# 4478784) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Anderson, SC and has over 22 years of experience in the finance industry.
Patrick Healey (CRD# 2816003) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Red Bank, NJ and has over 15 years of experience in the finance industry.
Morgan Hill (CRD# 4428819) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 14 years of experience in the finance industry.
David Hock (CRD# 2246268) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 31 years of experience in the finance industry.
James Johnston (CRD# 1689783) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Memphis, TN and has over 36 years of experience in the finance industry.
Erin Kinman (CRD# 5769687) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 12 years of experience in the finance industry.
Jeb Kirkpatrick (CRD# 2046088) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Oklahoma City, OK and has over 33 years of experience in the finance industry.
Andrew Kleis (CRD# 4492750) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 22 years of experience in the finance industry.
Aaron Kneas (CRD# 4255901) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Charlotte, NC and has over 12 years of experience in the finance industry.