Bowyer,Weydert Wealth Planning Partners,Inc. (Park Ridge)

Name: Bowyer,Weydert Wealth Planning Partners,Inc.
Address: 1580 N. Northwest Highway,, Park Ridge, IL, 60068
Telephone: 847-789-5000

Bowyer,Weydert Wealth Planning Partners,Inc. is a large advisory firm based in Park Ridge. It manages $46.28 million of regulatory assets for 117 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Illinois.

Bowyer,Weydert Wealth Planning Partners provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bowyer,Weydert Wealth Planning Partners: assets under management

The assets under management (AUM) of Bowyer,Weydert Wealth Planning Partners,Inc. is $46.28 million. The firm's AUM has grown by 37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $18.52 million in discretionary accounts and $27.76 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $356.08 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $427.09 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bowyer,Weydert Wealth Planning Partners,Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bowyer,Weydert Wealth Planning Partners,Inc.

Gary Neal Bowyer has been acting as President since 1 Feb 1987. Steven Andrew Weydert joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gary Neal Bowyer	President	1 Feb 1987	75% - 100%	2173320
Steven Andrew Weydert	Vice president	1 Jan 2003	Other	2809186
Gary Neal Bowyer	Chief compliance officer	1 Mar 2006	75% - 100%	2173320

Based in Park Ridge

The principal office where Bowyer,Weydert Wealth Planning Partners,Inc. performs its advisory services is located at 1580 N. Northwest Highway,, Park Ridge, IL 60068, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-789-5000 or by fax 815-572-9291. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at wealthplanningpartners.com.