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Building 2BLYTH & ASSOCIATES, INC.

Map pinCHICAGO, IL
Phone773-202-0050
NotebookSEC #801-110324
Total AUM
$180.4M
Employees
8
Clients
512

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3808 N CENTRAL AVE
CHICAGO
IL 60634
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
773-202-0050

ReceiptFinancials

Total AUM
$180.4M
Accounts
850
Discretionary
$180.4M
Accounts
850
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
460
AUM
$112M
HNW Individual Clients
52
AUM
$68.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ILTX

HandshakeAffiliates

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

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