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Building 2WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Map pinHIGHLAND PARK, IL
Phone(847) 616-2590
NotebookSEC #801-114386
Total AUM
$732.2M
Employees
8
Clients
369

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 ELM PLACE
HIGHLAND PARK
IL 60035
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
(847) 616-2590

ReceiptFinancials

Total AUM
$732.2M
Accounts
2,161
Discretionary
$732.2M
Accounts
2,161
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
321
AUM
$397.6M
HNW Individual Clients
43
AUM
$331.6M
Pension/Profit Sharing Plan Clients
4
AUM
$2.9M
Other Clients
1
AUM
$56.3K
Description of Other Clients
WALLED LAKE ACCOUNT

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILNCNENYTNTXWA

HandshakeAffiliates

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

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