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Building 2KEEBECK WEALTH MANAGEMENT

Map pinCHICAGO, IL
Phone312-825-1200
NotebookSEC #801-113573
Total AUM
$2B
Employees
9
Clients
150

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 N. RIVERSIDE PLAZA
SUITE 1850
CHICAGO
IL 60606
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
312-825-1200
Other Offices
1

ReceiptFinancials

Total AUM
$2B
Accounts
736
Discretionary
$2B
Accounts
736
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
147
AUM
$1.8B
Pension/Profit Sharing Plan Clients
1
AUM
$203.6M
Charitable Organization Clients
1
AUM
$12.3M
Corporation or Business Clients
1
AUM
$17.5M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZFLILKSMINCNEOHTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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