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Building 2WISE PLANNING, INC.

Map pin
Phone847-834-9473
NotebookSEC #801-114999
Total AUM
$610.3M
Employees
6
Clients
203

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
847-834-9473
Other Offices
1

ReceiptFinancials

Total AUM
$610.3M
Accounts
805
Discretionary
$0
Accounts
0
Non-Discretionary
$610.3M
Accounts
805

ContactClients

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Individual Clients
58
AUM
$36.8M
HNW Individual Clients
145
AUM
$573.5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOILWAWI

HandshakeAffiliates

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

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