David
Pequet
Mpi Wealth Management LLC
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About this Advisor
David Pequet is a financial advisor based in Hinsdale, Illinois, working with Mpi Wealth Management LLC. David has previously held positions at Mpi Investment Management and Mpi Wealth Management LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, David is part of Mpi Wealth Management LLC, which operates out of Hinsdale, Illinois. The firm has 3 employees and manages assets totaling $247.0 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Mpi Wealth Management LLC is asset-based.
Certifications and Registrations
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Mpi Wealth Management LLC Brokerage Details
$247,018,126
3
175
$1,411,532
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Pequet Work History
Mpi Wealth Management LLC
Mpi Investment Management
Disclosures
Please visit the SEC profile of David Pequet to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mpi Wealth Management LLC
Hinsdale, IL
Hinsdale, IL
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