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Building 2WEALTH STRATEGIST PARTNERS, LLC

Map pinCHICAGO, IL
Phone773-747-6087
NotebookSEC #801-112514
Total AUM
$168.3M
Employees
4
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
191 N. WACKER DR.
SUITE 1500
CHICAGO
IL 60606
United States
Operating Hours
9 AM TO 6 PM
Monday - Friday
Phone
773-747-6087

ReceiptFinancials

Total AUM
$168.3M
Accounts
3
Discretionary
$0
Accounts
0
Non-Discretionary
$168.3M
Accounts
3

ContactClients

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Other Clients
1
AUM
$168.3M
Description of Other Clients
FAMILY INVESTMENT PARTNERSHIPS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationOther Services
Other Services
PORTFOLIO MANAGEMENT & CONSULTING FOR FAMILY LPS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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