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Building 2MASUS FINANCIAL GROUP, LTD.

Map pinBATAVIA, IL
Phone630-879-8464
NotebookSEC #801-101531
Total AUM
$190.6M
Employees
4
Clients
297

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
515 N. RIVER STREET
SUITE 100
BATAVIA
IL 60510-2390
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
630-879-8464

ReceiptFinancials

Total AUM
$190.6M
Accounts
606
Discretionary
$190.6M
Accounts
606
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
244
AUM
$86.7M
HNW Individual Clients
52
AUM
$103.9M
Corporation or Business Clients
1
AUM
$19.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILINLATXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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