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Building 2BLUESTEM FINANCIAL ADVISORS, LLC

Map pinSAVOY, IL
Phone217-352-0000
NotebookSEC #801-116798
Total AUM
$358.2M
Employees
10
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1809 WOODFIELD DRIVE
SUITE A
SAVOY
IL 61874
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
217-352-0000
Other Offices
1

ReceiptFinancials

Total AUM
$358.2M
Accounts
1,010
Discretionary
$358.2M
Accounts
1,010
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
36
AUM
$16.6M
HNW Individual Clients
149
AUM
$341.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION FOR ADVISORY CLIENTS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other Fee
Other Compensation
PERCENTAGE OF NET WORTH

Shield checkCompliance

Disclosures

None reported

State Registrations
AZILTX

HandshakeAffiliates

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

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