P
CRD: 154671
Palos Wealth Advisors, LLC
Palos Heights, IL, 60463
7088275942
$71.3M Total AUM
$62.6M Disc. AUM
-- 3Y CAGR
2 Employees
89 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-25-2010
- Office Locations
- 1
Office Locations
-- Palos Heights IL
About Palos Wealth Advisors, LLC
Palos Wealth Advisors, LLC is a Palos Heights-based RIA. The firm has been operating for 15 years. Managing $71.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$71.3M AVG AUM / ADVISOR
$801.0K AVG AUM / CLIENT
15.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Pathway vertex Horizon pioneer Legacy
Investment Themes
Pioneer
Investment Vehicles
Glacier Harbor harbor
Services
Ember pioneer North Pioneer Signal Insight beacon
Owner & Executives
F
FREDERICK THOMAS MOORE
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #1175859
- Ownership
- 75% or more
(883) 967-3949
legacy.element@insightcapital.com
in linkedin.com/in/matrix-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,602,116 | -- |
| Non-Discretionary | $8,686,799 | -- |
| Total | $71,288,915 | -- |
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Separately Managed Accounts
Total SMA Asset: $71,288,915
Equity - Exchange:
12.5% Cash:
38.6% Public Funds:
30.1% U.S. Government/Agency:
7.8% Municipal Bonds:
11.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $382,815,455 | 12.5% |
| Cash | $1,182,134,125 | 38.6% |
| Public Funds | $921,819,616 | 30.1% |
| U.S. Government/Agency | $238,876,844 | 7.8% |
| Municipal Bonds | $336,877,601 | 11.0% |
| Total | $3,062,523,641 | 100.0% |