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Joshua Adam Vick

Chicago Partners Investment Group LLC

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About Joshua Adam Vick

Joshua Adam Vick is an Investment Advisor Representative at Chicago Partners Investment Group LLC. Joshua is licensed to conduct business in Illinois and has been registered with the state of Illinois since August 16, 2023. Joshua is a Series 65 Registered Representative and has been in the industry since 2014. Previously Joshua worked for the University of North Dakota, Target Corporation and Beltmann Relocation. Joshua has a wide variety of investment experience including managing portfolios for businesses, individuals and pooled investment vehicles. Joshua has a specialty in working with high net worth individuals, charitable organizations and individuals other than high net worth. The firm has a wide range of services available, including financial planning, selection of other advisors, and portfolio management.

Firm Information

Joshua Vick 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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Joshua Vick’s Registration & Firm History

IL

08/16/2023 - Present

Chicago Partners Investment Group LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 08/16/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Adam Vick.
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