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Building 24WEALTH ADVISORS, INC.

Map pinBURR RIDGE, IL
Phone708-695-5300
NotebookSEC #801-113392
Total AUM
$275.3M
Employees
13
Clients
567

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
745 MCCLINTOCK DRIVE
SUITE 150
BURR RIDGE
IL 60527-6490
United States
Operating Hours
MONDAY - FRIDAY 8:30 - 5:00 P.M.
SATURDAY BY APPOINTMENT.
Phone
708-695-5300
Other Offices
1

ReceiptFinancials

Total AUM
$275.3M
Accounts
1,262
Discretionary
$132.7M
Accounts
1,228
Non-Discretionary
$142.6M
Accounts
34

ContactClients

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Individual Clients
448
AUM
$111.8M
HNW Individual Clients
60
AUM
$96.9M
Pension/Profit Sharing Plan Clients
59
AUM
$66.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SHARES IN THIRD-PARTY ADVISORY FEES

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
AZCAFLILINLANETNTXWI

HandshakeAffiliates

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

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