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Item 1.Cover PagePart 2A of Form ADV Firm Brochure March 21, 2024 Chicago Partners Investment Group LLC d/b/a Chicago Partners Wealth Advisors SEC File No. 80169500 One North Wacker Drive, Suite 4075
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Chicago Partners Investment Group is an investment firm that focuses on managing and guiding investments across various asset classes, typically catering to individuals, institutions, and entities looking for investment opportunities.
Individuals or entities that have investments managed by Chicago Partners Investment Group, or other stakeholders involved in the fund's operations, may be required to file necessary documents, such as tax returns or financial disclosures.
To fill out any required forms or documentation for Chicago Partners Investment Group, one should carefully review the specific forms, provide accurate financial and personal information, and consult with a financial advisor or tax professional if needed.
The purpose of Chicago Partners Investment Group is to provide strategic investment management services, helping clients achieve financial goals through portfolio management, investment strategies, and industry expertise.
Essential information that must be reported includes details on investment performance, fees, client holdings, and any compliance-related disclosures as required by regulatory authorities.
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