Factor Wealth Management
23yrs
Top advisor by experience at Factor Wealth Management
Factor Wealth Management
Chicago, IL. Legal name: Factor Wealth Management Ltd.
About the firm
A registered investment advisory firm based in Chicago, Illinois. It manages about $781 million for roughly 239 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$3.27 million
Assets under management ?$781 million
Individual clients239
Median years of experience5
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Advisors at Factor Wealth Management
5Advisors
5Median years of experience
1States with offices
–Offices
Also known as
Clune & Associates · Factor Wealth Management Ltd. · Clune & Associates, Ltd.
About Factor Wealth Management
How do I contact Factor Wealth Management?
Call the main office at (312) 644-5040. The main office is at 980 N Michigan Avenue Suite 1320, Chicago, IL 60611.
How is Factor Wealth Management paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Factor Wealth Management offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Retirement plan consulting, Choosing other investment managers.
How many advisors work at Factor Wealth Management?
We list 5 advisors currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.