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Building 2WISDOM FINANCIAL SERVICES, L.L.C.

Map pinGENESEO, IL
Phone309-944-1117
NotebookSEC #801-112566
Total AUM
$779.2M
Employees
14
Clients
1,518

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1043 SOUTH OAKWOOD AVE
GENESEO
IL 61254
United States
Operating Hours
8:00A.M.- 4:30P.M.
Monday - Friday
Phone
309-944-1117
Other Offices
3

ReceiptFinancials

Total AUM
$779.2M
Accounts
3,989
Discretionary
$779.2M
Accounts
3,989
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,518
AUM
$779.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLGAIAILINMIMNMONHTNTXWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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