Inspirion Wealth Advisors is an investment advisor in Libertyville with $1.03 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Integrys Wealth Advisors LLC
SEC CIK
IRS number
460808267
SEC advisor number
801-77181
FINRA CRD number
165174
AUM ?
$1.08 bn
(as of 26 Feb 24)
Accounts
2,567
(as of 26 Feb 24)
Employees
13
(9 investment advisory or research)
Address
Inspirion Wealth Advisors
900 TECHNOLOGY WAY
SUITE 130
LIBERTYVILLE
IL 60048
900 TECHNOLOGY WAY
SUITE 130
LIBERTYVILLE
IL 60048
Phone
847-918-9100
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
7 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22