WORLD EQUITY GROUP, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.00B |
| Discretionary | $939.3M94% of AUM |
| Non-Discretionary | $62.0M |
| Client Accounts | 2,999 |
| Avg Account Size | $334K |
| Employees | 165 |
| Peak AUM | $1.12BMar 2022 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.0B | +6.0% | 0.2% | 0.5% | |
| Discretionary AUM | $939M | ||||
Key Metrics
| Total AUM | $1.00B |
| Discretionary | $939.3M |
| Employees | 165 |
| Client Accounts | 2999 |
| Client Range | More than 500 |
Contact & Location
Address
425 N MARTINGALE RD
SCHAUMBURG IL 60173
Phone
847-342-1700
Filing History
145 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)PublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$939M
93.8% of AUM
Non-Discretionary
$62M
6.2% of AUM
Disc. mix ▲ 3.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Mar 2018
•Investment adviser bar/suspension
Other Registrations
Broker-DealerBanking Institution
Related Entities (Item 7)
Broker-DealerInvestment AdviserInsurance CompanyPension Consultant