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Building 2THE PLANNING GROUP

Map pinNORTHFIELD, IL
Phone847-441-9400
NotebookSEC #801-114032
Total AUM
$291.5M
Employees
4
Clients
267

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
465 CENTRAL AVE
SUITE 201
NORTHFIELD
IL 60093
United States
Operating Hours
9;00AM - 5:00PM
Monday - Friday
Phone
847-441-9400

ReceiptFinancials

Total AUM
$291.5M
Accounts
761
Discretionary
$278.7M
Accounts
747
Non-Discretionary
$12.8M
Accounts
14

ContactClients

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Individual Clients
192
AUM
$50.6M
HNW Individual Clients
60
AUM
$226.4M
Pension/Profit Sharing Plan Clients
14
AUM
$12.8M
Charitable Organization Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILNETX

HandshakeAffiliates

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

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