Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
52 clients
Average Client Portfolio
$235.2M average
Assets Under Management
$12.2B

Fee Structure

Financial Planning:Investment management only
Loading...

Location

10 S. Wacker Drive, 19th Floor, Chicago, IL, 60606

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Lauren helps out at Lonnie's Pizzeria, a family-owned business, on Saturdays. She assists with various tasks such as phones, prep, and delivery, dedicating about 10% of her time to this activity.

Employment History
Current Registrations
Vp Distributors LLC
January 2024 - Present · 2 yrs 1 mo
Duff & Phelps Investment Management CO.
January 2024 - Present · 2 yrs 1 mo
Vp Distributors LLCBroker
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
William Blair & Company L.L.C.
October 2016 - December 2023 · 7 yrs 2 mos
William BlairBroker
January 2016 - December 2023 · 7 yrs 11 mos
UBS Asset Management (US) INC.Broker
September 2006 - January 2016 · 9 yrs 4 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Lauren Eve Matz - Financial Advisor | TrueAdvisor