Alchemy Financial Group LLC
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Alchemy Financial Group LLC is an independent, privately held financial-planning and wealth-management practice in Des Plaines, Illinois, founded in 2009 and located at 2800 S. River Rd., Suite 175. It offers investment and advisory services through brokerage and advisory platforms, covering brokerage accounts, stocks, bonds, mutual funds, options, traditional and Roth IRAs, SEP/SIMPLE IRAs, variable annuities, 529 college-savings plans and alternative investments, along with insurance products such as life, disability and long-term care. Securities are offered through a Registered Representative of Cambridge Investment Research, Inc., while advisory services are delivered through Cambridge Investment Research Advisors, Inc. Alchemy operates as a small advisory practice. What sets it apart is a goal-based, integrated wealth-planning approach paired with access to Cambridge's broker-dealer and registered-advisor platforms, which lets it coordinate investment, retirement and insurance solutions for individual and business clients.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
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