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Building 2SPOTLIGHT ASSET GROUP

Map pinOAKBROOK TERRACE, IL
Phone630-230-6840
NotebookSEC #801-110415
Total AUM
$205.1M
Employees
4
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 MID AMERICA PLAZA
SUITE 710
OAKBROOK TERRACE
IL 60181-4717
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
630-230-6840
Other Offices
1

ReceiptFinancials

Total AUM
$205.1M
Accounts
398
Discretionary
$187.2M
Accounts
377
Non-Discretionary
$17.9M
Accounts
21

ContactClients

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Individual Clients
61
AUM
$16.7M
HNW Individual Clients
52
AUM
$187.6M
Pension/Profit Sharing Plan Clients
1
AUM
$219.6K
Corporation or Business Clients
3
AUM
$562.5K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILNYTNTXWA

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

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