FIRST TRUST ADVISORS LP - Financial Advisor in Illinois, Wheaton

Tel: 630-765-8000 120 E. Liberty Drive Suite 400 Wheaton, Illinois 60187

About FIRST TRUST ADVISORS LP

FIRST TRUST ADVISORS LP is a Wheaton, Illinois based financial advisory firm with nearly $210,879,000,000 in assets under management and provides investment advisory services for 2926 clients. There are currently 426 financial advisors at the firm.

General Information

Firm CRD#:

107027

Firm SEC#:

801-39950

Assets Under Management:

$210,879,000,000

No. of Clients:

2926

No. of Advisors:

426

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Other (FIXED FEES PER UNIT (UITS) FOR PORTFOLIO SUPERVISORY SERVICES)

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