CHICAGO INVESTMENT ADVISORY GROUP
SEC RegisteredCommunication, Trust, & Expertise
About the firm
The firm specializes in helping individuals develop sound retirement strategies, offering personalized, hands-on service. They educate clients about financial concepts and products, taking the mystery out of investing, insurance, estate conservation, and preserving wealth. They focus on money management and other issues critical to financial well-being.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers investments (bonds, common stock, IRAs, brokerage accounts, annuities, government securities), financial planning (retirement plans, tax plans, 401(k)/403(b) planning, college plans, estate plans, profit sharing plans), and insurance (disability income, life insurance, long-term-care insurance).
Who they serve
Individuals, particularly those who are retired or approaching retirement
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 697 | $152M |
| High Net Worth Individuals | 54 | $114M |
| Charitable Organizations | 6 | $9.2M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CHICAGO INVESTMENT ADVISORY GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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