James
Ogara
Chicago Partners Investment Group LLC
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About this Advisor
James Ogara is a financial advisor based in Chicago, Illinois who has 1 year of relevant experience. Ogara is on the advisory team at Chicago Partners Investment Group LLC. Throughout their career, Ogara has worked at First Dominion Capital Corp, Chicago Partners Wealth Advisors and Ausecure. Ogara maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois. Chicago Partners Investment Group LLC is an advisory company that has its headquarters in Chicago, IL. The company has offices in six locations and a total of 45 advisors. It manages $4 billion in total assets between its 5,599 accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 5,599 accounts, 22% belong to high-net-worth individuals who have more than $1 million in investable assets. Chicago Partners Investment Group LLC provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management depend on which services the firm provides the client. Fee types charged by Chicago Partners Investment Group LLC likely are comprised of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Chicago Partners Investment Group LLC Brokerage Details
$3,646,816,820
45
5,599
$651,334
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
James Ogara Work History
James has been registered as a financial advisor for 1 years.*
Chicago Partners Wealth Advisors
First Dominion Capital Corp
Ausecure
*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 James Ogara 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 Chicago Partners Investment Group LLC
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, 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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