World Equity Group, Inc.
● SEC registered since 1999CRD 29087SEC# 801-56328Schaumburg, IL
Reg. AUM
$1B
Employees
165
Accounts
2,999
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 $1 billion in regulatory assets under management and employs 165 people.
World Equity Group, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig Michael Gould Control | Chief Executive Officer | Under 5% | 2021 |
| Mark John Jr Lishchynsky Control | Chief Operating Officer | Under 5% | 2013 |
| Stephen Stanley Dudas Control | President | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does World Equity Group, Inc. manage?
World Equity Group, Inc. reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does World Equity Group, Inc. have?
World Equity Group, Inc. reports 165 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
| Address | 425 N Martingale Rd, Suite 1220, Schaumburg, IL 60173 |
| Phone | 847-342-1700 |
| Fax | 847-342-5056 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 878770 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1B▲ 6%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 5%
More than 95% of 16,825 advisers
Assets under management
$1Bregulatory AUM
Discretionary $939.3MNon-discretionary $62M