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Building 2SILIGMUELLER & NORVID WEALTH ADVISORS LLC

Map pinGLEN ELLYN, IL
Phone630-793-9642
NotebookSEC #801-110234
Total AUM
$299.2M
Employees
3
Clients
105

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
586 DUANE ST.
SUITE 202
GLEN ELLYN
IL 60137
United States
Operating Hours
8:30 - 4:30 PM
Monday - Friday
Phone
630-793-9642

ReceiptFinancials

Total AUM
$299.2M
Accounts
458
Discretionary
$299.2M
Accounts
458
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
29
AUM
$19.3M
HNW Individual Clients
76
AUM
$279.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
FLIL

HandshakeAffiliates

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

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