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Byron Titus Mandell

Chicago Partners Investment Group LLC

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About Byron Titus Mandell

Byron Titus Mandell is a Certified Financial Planner® and Investment Advisor Representative associated with Chicago Partners Investment Group LLC in Chicago, Illinois. Byron has been with the firm since March 2018 and has a Series 65 license. He is registered to provide investment advisory services in California, Hawaii, and Illinois. Byron specializes in providing investment advisory services to individuals, corporations and other businesses, charitable organizations, pooled investment vehicles, pension and profit sharing plans, and insurance companies. He offers a range of services including financial planning, portfolio management, and selection of other advisors.

Firm Information

Byron Mandell is currently registered with Chicago Partners Investment Group LLC. Chicago Partners Investment Group LLC is a registered investment advisor based in Chicago, IL. The firm has approximately $4.6 billion in assets under management and provides advisory services to a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. They specialize in financial planning, portfolio management, and 401(k) plan option review and monitoring.
Chicago Partners Investment Group LLC

1 NORTH WACKER DRIVE

CHICAGO, IL 60606

$4.59B

Assets Under Management

Not reported

Total Clients

38

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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401k plan option review & monitoring

401k plan option review & monitoring

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Roboadvisory offering

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Byron Mandell’s Registration & Firm History

IL

01/13/2022 - Present

Chicago Partners Investment Group LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 07/26/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Byron Titus Mandell.
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