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Building 2WINDROCK WEALTH MANAGEMENT

Map pinNAPERVILLE, IL
Phone312-650-9593
NotebookSEC #801-106722
Total AUM
$363.2M
Employees
5
Clients
83

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 WEST JEFFERSON AVENUE, SUITE 2
NAPERVILLE
IL 60540
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
312-650-9593

ReceiptFinancials

Total AUM
$363.2M
Accounts
583
Discretionary
$363.2M
Accounts
583
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
32
AUM
$20.8M
HNW Individual Clients
51
AUM
$342.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZILMI

HandshakeAffiliates

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

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