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Building 2HOLDER WEALTH MANAGEMENT

Map pinCHAMPAIGN, IL
Phone217-398-4015
NotebookSEC #801-112398
Total AUM
$284M
Employees
3
Clients
302

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2504 GALEN DRIVE
SUITE 105
CHAMPAIGN
IL 61821
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
217-398-4015

ReceiptFinancials

Total AUM
$284M
Accounts
302
Discretionary
$284M
Accounts
302
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
218
AUM
$65.8M
HNW Individual Clients
77
AUM
$216.5M
Pension/Profit Sharing Plan Clients
3
AUM
$1.2M
Corporation or Business Clients
4
AUM
$449K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILTNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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