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Building 2ADVISORY PARTNERS, LLC

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Phone312-586-1400
NotebookSEC #801-108632
Total AUM
$233.4M
Employees
3
Clients
42

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
312-586-1400

ReceiptFinancials

Total AUM
$233.4M
Accounts
152
Discretionary
$232.8M
Accounts
150
Non-Discretionary
$630.2K
Accounts
2

ContactClients

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Individual Clients
9
AUM
$6.5M
HNW Individual Clients
32
AUM
$222.1M
Charitable Organization Clients
1
AUM
$4.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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

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