Investment adviser · CRD 288076
SPOTLIGHT ASSET GROUP
Investment adviser filing (IA)
SPOTLIGHT ASSET GROUP, INC.
OAKBROOK TERRACE, IL, United States · Form ADV filed Jun 20, 2024
- Regulatory AUM
- $205M Form ADV · Item 5.F
- Client accounts
- 398 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 52 | $187,647,875 | 91.5% |
| Individuals | 61 | $16,713,886 | 8.1% |
| Corporations & businesses | Fewer than 5 | $562,452 | 0.3% |
| Retirement plans | Fewer than 5 | $219,552 | 0.1% |
Filing source
Form ADV 1884467 · Jun 20, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 20, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
2 MID AMERICA PLAZA, SUITE 710OAKBROOK TERRACE, IL, 60181-4717, United States
CRD 288076
Filing source
Form ADV 1884467 · Jun 20, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.