World Equity Group, Inc.
Firm details
- Headquarters
- Schaumburg, Illinois
- CRD number
- 29087
- Registered since
- March 26, 1999
- Website
- www.worldequitygroup.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.62%
- Individuals36.38%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
World Equity Group, Inc. is a corporation that operates as an independent broker-dealer and investment bank and is SEC-registered (registration in 1999). The firm serves individual and family clients and positions itself as a capital allocator that combines brokerage and insurance distribution with advisory services. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, the selection of third‑party advisers, publication of periodicals or newsletters, and educational seminars or workshops. Compensation mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. The firm is not an ESG-focused investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities91%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
3 of 15
George Abboud
Chief Executive OfficerCRD 5757436
Bryan Nelson
President and CEOCRD 5289007
Christopher Bourgeois
CEO and PresidentCRD 4482035
Contacts
3 of 132
Benjamin Vondrak
Financial AdvisorCRD 5679698
Timothy Kulhanek
Co-Founder & Financial AdvisorCRD 5696299
Nicholas Prangner
Director of Financial PlanningCRD 5167436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 160Active vs passive
$117M in ETFs
73%
$85.8M
14%
$31.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $14M | 18,844 | 11.95% |
Location
Schaumburg, IL
Cook
Location
Schaumburg, IL
Headquartered in Schaumburg, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 425 N Martingale Rd
- Time zone
- CT (UTC-6)
- Office locations
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