AD
CFP
AD
CFP

Andrew James Doten

7 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
340 advisors
Number of Clients
37,515 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$58.3B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

500 W Madison Street, Suite 3260, Chicago, IL, 60661-4593

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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.

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Employment History
Current Registrations
William Blair & Company L.L.C.
August 2025 - Present · 6 mos
Previous Registrations
Fiducient Advisors LLC
February 2023 - September 2025 · 2 yrs 7 mos
Brownson, Rehmus & Foxworth, INC.
February 2018 - April 2022 · 4 yrs 2 mos
Lincoln Financial Advisors Corporation
June 2016 - November 2016 · 5 mos
Lincoln Financial Advisors CorporationBroker
March 2016 - November 2016 · 8 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.