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Building 2MONEY MANAGERS ADVISORY

Map pinOAK BROOK, IL
Phone630-990-7174
NotebookSEC #801-111916
Total AUM
$117.1M
Employees
5
Clients
710

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1211 W. 22ND STREET, SUITE 800
OAK BROOK
IL 60523-3220
United States
Operating Hours
8:30AM THRU 5:00PM
Monday - Friday
Phone
630-990-7174

ReceiptFinancials

Total AUM
$117.1M
Accounts
1,267
Discretionary
$117.1M
Accounts
1,267
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
646
AUM
$65.3M
HNW Individual Clients
64
AUM
$51.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
FURNISHES ADVICE TO CLIENTS ON MATTERS NOT INVOLVING SECURITIES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTX

HandshakeAffiliates

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

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