WORLD EQUITY GROUP, INC.

425 N Martingale Rd
Suite 1220
Schaumburg, Illinois 60173
Tel: 847-342-1700

About WORLD EQUITY GROUP, INC.

WORLD EQUITY GROUP, INC, formally registered with the SEC as WORLD EQUITY GROUP, INC. The firm was established in 03/26/1999. They have over 47 offices throughout the country.

WORLD EQUITY GROUP, INC. is a Schaumburg, Illinois based Financial Planning firm with nearly $858,545,669 assets under management, offering retirement planning & investment advisory services to 3103 clients. The firm is staffed with 190 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	29087
SEC#	801-56328
Assets Managed by Firm	$858,545,669
No. of Clients	3103
No. of Advisors	190

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3103	$858,545,669
Individuals (other than high net worth individuals)	3109	$858,545,669

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