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Building 2KENORA FINANCIAL, LLC

Map pinDES PLAINES, IL
Phone(847) 257-7200
NotebookSEC #801-112395
Total AUM
$315.8M
Employees
7
Clients
193

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1295 RAND ROAD
SUITE 100
DES PLAINES
IL 60016
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(847) 257-7200

ReceiptFinancials

Total AUM
$315.8M
Accounts
100
Discretionary
$315.8M
Accounts
100
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
120
AUM
$58.6M
HNW Individual Clients
70
AUM
$169.9M
Pooled Vehicle Clients
1
AUM
$82.4M
Pension/Profit Sharing Plan Clients
1
AUM
$2.3M
Corporation or Business Clients
1
AUM
$2.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator Violation Finding
State Registrations
AZILNETXWI

HandshakeAffiliates

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

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