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Building 2PORTFOLIO123 ADVISOR

Map pinCHICAGO, IL
Phone312-586-1101
NotebookSEC #801-107943
Total AUM
$1.2M
Employees
3
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 S. LASALLE STREET
SUITE 1500
CHICAGO
IL 60605
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
312-586-1101

ReceiptFinancials

Total AUM
$1.2M
Accounts
3
Discretionary
$1.2M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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

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