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
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
15.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
See the complete signal summary connected to insight matrix.
Premium access reveals conviction themes in meridian harbor frontier.
Request access to benchmark trends tied to oak.
Full visibility includes strategy notes for matrix insight.
See the complete signal summary connected to alpha.
Premium access reveals conviction themes in horizon bridge.
Upgrade to reveal position-level detail across foundation insight.
Unlock to compare peer behavior around fusion oak.
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |