Centerprise Wealth Advisors, LLC (Chicago)

Name: Centerprise Wealth Advisors, LLC
Address: 303 West Madison Ave., Chicago, IL, 60606
Telephone: 312-578-9600

Centerprise Wealth Advisors, LLC is a large advisory firm based in Chicago. It manages $131.89 million of regulatory assets for 542 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Illinois, Missouri, New York, and Texas.

Centerprise Wealth Advisors provides financial planning services, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Centerprise Wealth Advisors: assets under management

The assets under management (AUM) of Centerprise Wealth Advisors, LLC is $131.89 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Centerprise Wealth Advisors, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Centerprise Wealth Advisors, LLC

James Brendan Mcguire has been acting as President since 1 Sep 2003. Dennis Walter Bikun joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Uhy Advisors	Member	1 Aug 2003	75% - 100%	36-4272852
Inc. Centerprrise Advisors	Member	1 Aug 2003	75% - 100%	36-4272852
James Brendan Mcguire	President	1 Sep 2003	Other	4717505
Dennis Walter Bikun	Vice president	1 Sep 2003	Other	4717510

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Ge Capital Services Inc.	Shareholder	1 Dec 1995	75% - 100%	06-1109503
General Electric Corp.	Shareholder	1 Dec 1995	75% - 100%	14-0689340
Ge Capital Corp.	Shareholder	1 Nov 1996	75% - 100%	13-1500700
Inc. (Gefa) Ge Financial Assurance Holdings	Shareholder	1 Jul 2000	25% - 50%	54-1829180

Based in Chicago

The principal office where Centerprise Wealth Advisors, LLC performs its advisory services is located at 303 West Madison Ave., Chicago, IL 60606, which is also the mailing address of the firm. An additional office of the firm is in Albany, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-578-9600 or by fax 312-346-6500. The normal business hours are 9am to 4:30pm on Monday - Friday. You can find more information about the New York firm at www.uhyadvisors-us.com.