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Building 2MIRAMAR CAPITAL

Map pinNORTHBROOK, IL
Phone847-291-7300
NotebookSEC #801-112078
Total AUM
$550.3M
Employees
6
Clients
150

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
666 DUNDEE ROAD
SUITE 502
NORTHBROOK
IL 60062
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
847-291-7300

ReceiptFinancials

Total AUM
$550.3M
Accounts
369
Discretionary
$543.1M
Accounts
361
Non-Discretionary
$7.2M
Accounts
8

ContactClients

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Individual Clients
38
AUM
$18M
HNW Individual Clients
103
AUM
$405.6M
Banking Clients
1
AUM
$8.9M
Charitable Organization Clients
1
AUM
$39.9M
Corporation or Business Clients
7
AUM
$77.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILTX

HandshakeAffiliates

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

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