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- Custodian
- Broadridge · Charles Schwab & Company · Northern Trust
- Clients
- Retail
- Platforms
- ZenithPrime
- Established Date
- 06-04-2021
- Office Locations
- 1
Office Locations
About 103 Advisory Group
103 Advisory Group is a Chicago-based RIA serving business owners and entrepreneurs with integrated financial and wealth planning (estate, insurance and business-succession) and discretionary portfolio management. Portfolios emphasize asset allocation and risk management, using ETFs and public funds with fixed income and select alternatives (real estate, private equity, hedge funds, infrastructure). Uses Tamarac; custody includes Northern Trust.
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Owner & Executives
RICHARD JASON MILTON
Chief Compliance Officer, Founder, Managing Partner
- CRD
- #2632784
- Ownership
- 75% or more
JOHN ANDREW MARISCALCO
Wealth Advisor
- CRD
- #5196535
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $257,249,739 | $2,890,447 |
| Non-Discretionary | $0 | -- |
| Total | $257,249,739 | $2,890,447 |
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Separately Managed Accounts
Total SMA Asset: $257,249,739
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $713,436,397 | 10.0% |
| Equity - Exchange | $1,255,648,058 | 17.6% |
| Municipal Bonds | $1,797,859,719 | 25.2% |
| Cash | $1,469,678,977 | 20.6% |
| Other | $1,897,740,814 | 26.6% |
| Total | $7,134,363,965 | 100.0% |