Dominic
Mirretti
Mirretti Perryman Wealth Strategies, LLC
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About this Advisor
Dominic Mirretti is a financial advisor working in Skokie, Illinois with a total of 1 year of relevant experience. Mirretti is an advisor for Mirretti Perryman Wealth Strategies, LLC. Over the course of their career, Mirretti has held roles at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Raymond James Financial Services Advisors Inc, Mirretti Perryman Wealth Strategies, Evanston Youth Hockey Association, Mirretti Perryman Wealth Strategies, LLC and Raymond James Financial Services, Inc. Mirretti has Series 63 and Series 66 licenses, designating them as a securities representative, and is able to advise clients in Illinois and Texas. Mirretti Perryman Wealth Strategies, LLC is a registered investment business that has its headquarters in Skokie, IL. It manages $122 million in total assets across its 436 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 436 accounts, just 7% belong to high-net-worth clients who have at least $1 million in assets. Mirretti Perryman Wealth Strategies, Llc provides portfolio management for individuals and small businesses. Fees for financial advice are based on which services are provided. Fee types billed by Mirretti Perryman Wealth Strategies, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mirretti Perryman Wealth Strategies, LLC Brokerage Details
$122,310,384
3
436
$280,528
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Dominic Mirretti Work History
Dominic has been registered as a financial advisor for 1 years.*
Evanston Youth Hockey Association
Mirretti Perryman Wealth Strategies, LLC
Raymond James Financial Services Advisors Inc
Mirretti Perryman Wealth Strategies
Raymond James Financial Services, Inc
Thrivent Investment Management Inc
Thrivent Financial For Lutherans
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dominic Mirretti 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 Mirretti Perryman Wealth Strategies, LLC
Skokie, IL
Skokie, IL
Skokie, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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