103 Advisory Group LLC
● SEC registered since 2022CRD 314694SEC# 801-123666Chicago, IL
Reg. AUM
$257.2M
Employees
2
Accounts
89
Location
Chicago, IL
About 103 Advisory Group
103 Advisory Group provides wealth planning, investment advisory, and consulting for families and individuals who want a collaborative partnership. The firm describes itself as a fiduciary that must act in clients' best interest, and its stated mission is to help clients accomplish their goals. It positions its services as a way for busy clients to get tailored investment solutions without diverting focus from other priorities.
Summary based on the firm’s website.
103 Advisory Group LLC assets under management
103 Advisory Group LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2022. It reports $257.2 million in regulatory assets under management and employs 2 people.
103 Advisory Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Andrew Mariscalco | Wealth Advisor | 10-25% | 2025 |
| Richard Jason Milton Control | Managing Member And Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does 103 Advisory Group LLC manage?
103 Advisory Group LLC reports $257.2 million in regulatory assets under management on its Form ADV.
How many employees does 103 Advisory Group LLC have?
103 Advisory Group LLC reports 2 employees.
Where is 103 Advisory Group LLC located?
103 Advisory Group LLC is based in Chicago, IL and has been SEC-registered since 2022.
Does 103 Advisory Group LLC disclose fund performance?
103 Advisory Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 231 S. Lasalle Street, 21st Floor, Chicago, IL 60604 |
| Phone | 312-543-8759 |
| Office hours | 8:30 To 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$257.2M▲ 14%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,369 advisers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$257.2Mregulatory AUM
Discretionary $257.2M