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World Equity Group, Inc.

● SEC registered since 1999CRD 29087SEC# 801-56328Schaumburg, IL
Export (members)
Reg. AUM
$944.8M
Employees
170
Accounts
3,151
Location
Schaumburg, IL

World Equity Group, Inc. assets under management

World Equity Group, Inc. is a registered investment adviser overseen by the SEC based in Schaumburg, IL. The firm has been registered since 1999. It reports $944.8 million in regulatory assets under management and employs 170 people.

World Equity Group, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Craig Michael Gould ControlChief Executive OfficerUnder 5%2021
Mark John Jr Lishchynsky ControlChief Operating OfficerUnder 5%2013
Stephen Stanley Dudas ControlPresidentUnder 5%2024
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Frequently asked questions

How much does World Equity Group, Inc. manage?

World Equity Group, Inc. reports $944.8 million in regulatory assets under management on its Form ADV.

How many employees does World Equity Group, Inc. have?

World Equity Group, Inc. reports 170 employees.

Where is World Equity Group, Inc. located?

World Equity Group, Inc. is based in Schaumburg, IL and has been SEC-registered since 1999.

Does World Equity Group, Inc. disclose fund performance?

World Equity Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address425 N Martingale Rd, Suite 1220, Schaumburg, IL 60173
Phone847-342-1700
Fax847-342-5056
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK878770
Discloses disciplinary historyYes

Assets under management

Discretionary$857.9M
Non-discretionary$86.9M
Total (RAUM)$944.8M