FORESIGHT WEALTH ADVISORS
Firm details
- Headquarters
- SKOKIE, Illinois
- CRD number
- 286127
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.75%
- Individuals0.25%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Foresight Wealth Advisors is an independent, LLC-structured registered investment adviser that focuses on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and serves as a capital allocator by selecting other advisers on clients’ behalf. Its fee arrangements include both a percentage-of-AUM model and fixed fees. Foresight Wealth Advisors reports that it does not position itself as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities12%
- State & Local Bonds10%
- Cash & Cash Equivalents4%
Contacts
1 of 1GALIA FELEMOVICIUS
FounderCRD 5375142
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SKOKIE, IL
COOK
Location
SKOKIE, IL
Headquartered in SKOKIE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 8401 Crawford Ave
- Time zone
- CT (UTC-6)
- Office locations
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