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Cibc Private Wealth Advisors, Inc.
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Overview Share
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Chicago, Illinois
$27.1 billion AUM
16 offices

Cibc Private Wealth Advisors, Inc. is based in Chicago, Illinois and has $27.1 billion in assets under management.

Location
181 West Madison Street
36th Floor
Chicago, IL 60602
$27.1 billion
AUM
433
Employees
AUM Share
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$27,072,290,804
Assets under management
21,620 clients
Number of clients
Average investment size is $1,252,187
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
High net worth individuals 19,203 $18,412,915,604 68% $958,856
Investment companies 6 $2,661,903,001 10% $443,650,500
Pooled investment vehicles 3 $122,763,097 0% $40,921,032
Pension and profit sharing plans 832 $736,466,695 3% $885,176
Charitable organizations 951 $1,084,426,673 4% $1,140,301
State or municipal government entities 17 $800,810,792 3% $47,106,517
Other corporations or businesses 608 $3,253,004,942 12% $5,350,337
Employees Share
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433
Employees
181
Investment analysts
42% of total employees
AUM per employee Share
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$27,072,290,804
Assets under management
$62,522,612
AUM per employee
$149,570,667
AUM per investment analyst
About Share
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Compensation

Cibc Private Wealth Advisors, Inc. makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
  • Performance-based fees
Services offered

Cibc Private Wealth Advisors, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
Firm data Share
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CRD number 109,644
SEC number 801-57986
Legal structure Corporation
Legal governance Delaware, United States
Latest ADV filing date March 27, 2020

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