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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-29-2021
- Office Locations
- 2
Office Locations
About 1102 Partners, LLC
1102 Partners is a boutique Chicago RIA providing holistic wealth management for individuals and families navigating retirement transitions or business sales. The firm builds goal-based strategies covering cash-flow planning, asset allocation, tax and estate planning, and philanthropic and education planning. Portfolios are implemented primarily with ETFs alongside public funds and government bonds, with a risk-management and socially responsible lens. Custodied with Schwab and Goldman Sachs.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
DAVID MICHAEL MALEY
Chief Compliance Officer, Chief Investment Officer, Founder
- CRD
- #1332635
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
DAVID MICHAEL MALEY
Chief Compliance Officer, Chief Investment Officer, Founder
- CRD
- #1332635
Judy Maley
Partner
- CRD
- --
Showing 2 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,618,363 | $1,357,854 |
| Non-Discretionary | $24,868,985 | $8,289,662 |
| Total | $114,487,348 | $1,659,237 |
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Separately Managed Accounts
Total SMA Asset: $114,487,348
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $714,374,321 | 30.6% |
| U.S. Government/Agency | $387,536,396 | 16.6% |
| Public Funds | $1,232,645,886 | 52.8% |
| Total | $2,334,556,603 | 100.0% |