1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2STEVARD LLC

Map pin
Phone773-275-3262
NotebookSEC #801-108366
Total AUM
$42.9M
Employees
1
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
773-275-3262

ReceiptFinancials

Total AUM
$42.9M
Accounts
53
Discretionary
$42.9M
Accounts
53
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
1
AUM
$7.7K
HNW Individual Clients
13
AUM
$42.9M
Corporation or Business Clients
1
AUM
$1.5K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
BUSINESS CONSULTING, ESTATE PLANNING REVIEW
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NEGOTIATED FEES FOR OTHER SERVICES PROVIDED

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

View all affiliates →

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

Feature requires an account