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Building 2TC WEALTH PARTNERS, LLC

Map pinDOWNERS GROVE, IL
Phone888-545-2200
NotebookSEC #801-108371
Total AUM
$1.1B
Employees
30
Clients
651

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1901 BUTTERFIELD ROAD
SUITE 1000
DOWNERS GROVE
IL 60515
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
888-545-2200
Other Offices
2

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,626
Discretionary
$1B
Accounts
1,608
Non-Discretionary
$8.5M
Accounts
18

ContactClients

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Individual Clients
395
AUM
$161.5M
HNW Individual Clients
232
AUM
$853.7M
Charitable Organization Clients
9
AUM
$28.6M
Corporation or Business Clients
15
AUM
$13.9M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILINKSLAMDMINEOHTNTXVAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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