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Building 2LATKO WEALTH MANAGEMENT, LTD.

Map pinFRANKFORT, IL
Phone(815) 469-8887
NotebookSEC #801-113279
Total AUM
$327.2M
Employees
7
Clients
499

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
45 EAST COLORADO AVENUE
FRANKFORT
IL 60423
United States
Operating Hours
8:30 - 4:30
Monday - Friday
Phone
(815) 469-8887
Other Offices
1

ReceiptFinancials

Total AUM
$327.2M
Accounts
1,134
Discretionary
$327.2M
Accounts
1,134
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
356
AUM
$91.2M
HNW Individual Clients
143
AUM
$236M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
HOURLY CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLGAILINTNTX

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

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