Roshan
Loungani

Arete Wealth Advisors, LLC

CRD#4256993
Investment Advisor
in Chicago, IL

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About this Advisor

Roshan Loungani is a financial advisor working in Chicago, Illinois with a total of 15 years of industry experience. Loungani is on the advisory team at Arete Wealth Advisors, LLC. Over the course of their career, Loungani has held roles at Arete Wealth Management, Arete Wealth Advisors, LLC, Optimal Retirement Strategists, LLC, Loungani Capital Management, LLC, Loungani Capital Advisors, LLC and Fixed Income Management, LLC. Loungani maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in District Of Columbia, Florida, Maryland and Virginia. Arete Wealth Advisors, LLC is a company based in Chicago, IL. The company has offices in 26 locations and a total of 151 financial advisors. It has $2 billion in assets under management among its 5,102 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 5,102 customer accounts, 72% belong to high-net-worth clients who have at least $1 million in assets available to invest. Arete Wealth Advisors, LLC provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. Financial management fee schedules vary depending on which service is provided. However, fees charged by Arete Wealth Advisors, LLC most likely include any blend of asset-based, hourly, fixed, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

1115 W Fulton Market 3Rd Floor
Chicago, IL 60607

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Arete Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$2,116,498,344

IL Average: $6,674,516,078
Total Number of Employees

151

IL Average: 44
Total Number of Accounts

5,102

IL Average: 2,564
Average Account Size

$414,837

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Roshan Loungani Work History

Roshan has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Arete Wealth Management

2008 - Present (16 years)

Arete Wealth Advisors, LLC

2013 - 2014 (1 year)

Optimal Retirement Strategists, LLC

2013 - 2014 (1 year)

Fixed Income Management, LLC

2008 - 2015 (7 years)

Loungani Capital Management, LLC

2008 - 2015 (7 years)

Loungani Capital Advisors, LLC

*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 Roshan Loungani 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 Arete Wealth Advisors, LLC

Alec Mckenna
New York, NY
Robert Geller
Park Ridge, IL
Logan Cox
Colleyville, TX
Candy Drahos
New York, NY
Billy Aycock
Nashville, TN
Matthew Mason
New York, NY
Chad Minick
Chicago, IL
Ivan Lau
New York, NY

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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