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Building 2DETTERBECK WEALTH MANAGEMENT

Map pinPALATINE, IL
Phone847-934-6262
NotebookSEC #801-110527
Total AUM
$279.2M
Employees
6
Clients
165

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 N. BROCKWAY
SUITE 330
PALATINE
IL 60067
United States
Operating Hours
8:30AM-5PM
Monday - Friday
Phone
847-934-6262
Other Offices
1

ReceiptFinancials

Total AUM
$279.2M
Accounts
790
Discretionary
$260.5M
Accounts
722
Non-Discretionary
$18.7M
Accounts
68

ContactClients

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Individual Clients
75
AUM
$30.4M
HNW Individual Clients
90
AUM
$248.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILLANCNHSC

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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