Advisor at MPI Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
MPI Wealth Management LLC
Location
Hinsdale, IL 60521-2965
Credentials
Series 65
Industry experience
7 years
Matthew Pequet is a financial advisor with MPI Wealth Management LLC in Hinsdale, Illinois. He holds a Series 65 designation and has seven years of industry experience. Prior to his current role, he worked at MPI Investment Management Inc for 19 years. MPI Wealth Management provides discretionary investment management and sub-advisory services to a diverse client base, including institutional and individual clients such as pension plans, banks, corporations, charitable organizations, and high-net-worth individuals. The firm combines quantitative techniques, technical and fundamental analysis, and macroeconomic research to tailor portfolios aligned with client objectives.
Based on MPI Wealth Management LLC
Up to 1.0% annually, individually negotiated with each client
Commissions reported in SEC Form ADV Part 1 but no specific amounts stated in brochure
Account minimum: $1,000,000
15 Salt Creek Lane, Suite 404
Hinsdale, IL 60521-2965
Illinois
MPI Wealth Management LLC
2019 - Present (7 years)
MPI Investment Management Inc
2003 - 2022 (19 years)
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