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Building 2PATH BY ORIGIN

Map pinCHICAGO, IL
Phone312-635-3704
NotebookSEC #801-114296
Total AUM
$3M
Employees
15
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
121 W WACKER DR
SUITE 1000
CHICAGO
IL 60601
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
312-635-3704

ReceiptFinancials

Total AUM
$3M
Accounts
44
Discretionary
$3M
Accounts
44
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
44
AUM
$3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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

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