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103 Advisory Group
103 Advisory Group was formed in 2021 as a US wealth manager and registered investment adviser. It provides asset management and allocation services to...
Overview
103 Advisory Group was formed in 2021 as a US wealth manager and registered investment adviser. It provides asset management and allocation services to individuals and high-net-worth clients. The firm limits its mandate to wealth management and conducts all activity inside North America, with no commitments to hedge funds, private equity, real estate, private credit, or infrastructure. Available records contain no assets-under-management figure, team size, or details on additional offices, and no operational events from the past 24 months are documented.
General information
Firm type
Bank / Wealth / Trust
Year founded
2021
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Chicago, United States
Principals
Richard J. Milton
Founder and Managing Partner
Sector focus
Frequently asked questions
Does 103 Advisory Group participate in fund commitments or only direct deals?
The firm lists wealth management as its sole confirmed investment type and reports no fund commitments or direct deals.
Which sectors does 103 Advisory Group explicitly avoid?
Confirmed negative types include hedge funds, infrastructure, private credit, private equity, and real estate.
What investment stages does 103 Advisory Group typically target?
No stage preferences are stated beyond general wealth management for high-net-worth individuals.
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