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Building 2LESLIE GLOBAL WEALTH, LLC

Map pinITASCA, IL
Phone312-946-1000
NotebookSEC #801-106556
Total AUM
$446.8M
Employees
6
Clients
385

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 PARK BLVD
SUITE 1440
ITASCA
IL 60143
United States
Operating Hours
8:30AM - 5PM
Monday - Friday
Phone
312-946-1000

ReceiptFinancials

Total AUM
$446.8M
Accounts
1,007
Discretionary
$446.8M
Accounts
1,007
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
221
AUM
$55.5M
HNW Individual Clients
159
AUM
$385.4M
Pension/Profit Sharing Plan Clients
3
AUM
$3.2M
Charitable Organization Clients
1
AUM
$223.3K
Corporation or Business Clients
1
AUM
$2.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLILINMIMNOHSCTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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