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Stephen Philip Manus

Chicago Partners Investment Group LLC

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About Stephen Philip Manus

Stephen Manus is a registered Investment Advisor Representative at Chicago Partners Investment Group LLC and has been in the industry since 1997. Stephen holds both Series 7 and Series 65 licenses and has previously worked at DFA Securities Inc. in Austin, TX. Stephen Manus specializes in a wide range of advisory services including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Stephen also offers a robo-advisory service and provides 401(k) plan option review and monitoring.

Firm Information

Stephen Manus 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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Stephen Manus’s Registration & Firm History

FL

12/10/2022 - Present

Chicago Partners Investment Group LLC (Naples FL)

TX

07/23/1997 - 04/01/2004

DFA SECURITIES INC. (AUSTIN TX)

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Licenses & Designations

IA

Issued 11/02/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Philip Manus.
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