UTES WEALTH STRATEGIES
Firm details
- Headquarters
- ANTIOCH, Illinois
- CRD number
- 300310
- Fee structure
- Percentage of AUM, Commissions
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Utes Wealth Strategies operates as a sole proprietorship, focusing on providing a range of financial advisory services. The firm is led by an individual owner and engages in various activities including financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Utes Wealth Strategies also publishes periodicals and newsletters and conducts educational seminars and workshops. While the firm does not actively pursue ESG investments, it serves clients through a fee structure that includes a percentage of assets under management and commissions.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1WILLIAM UTES
OwnerCRD 451991
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ANTIOCH, IL
LAKE
Location
ANTIOCH, IL
Headquartered in ANTIOCH, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- LAKE
- Address
- 1824 White Lake Dr
- Time zone
- CT (UTC-6)
- Office locations
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