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CHICAGO INVESTMENT ADVISORY GROUP

MOKENA, IL · CRD 142810 · IAPD ↗ · ciag.us · 708-478-7190

$275.1MRegulatory AUM
7Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
February 2025 — CHICAGO INVESTMENT ADVISORY GROUP notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — CHICAGO INVESTMENT ADVISORY GROUP added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — CHICAGO INVESTMENT ADVISORY GROUP reported RAUM up 26% ($168.4M -> $212.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.