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Building 2ACCESS SOFTEK ADVISORY SERVICES

Map pinNAPERVILLE, IL
Phone510-848-0606
NotebookSEC #801-116873
Total AUM
$7.4M
Employees
4
Clients
2,223

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1807 W DIEHL ROAD
SUITE 220
NAPERVILLE
IL 60563
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
510-848-0606
Other Offices
4

ReceiptFinancials

Total AUM
$7.4M
Accounts
2,352
Discretionary
$6.8M
Accounts
2,148
Non-Discretionary
$609.1K
Accounts
204

ContactClients

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Individual Clients
2,223
AUM
$7.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLGAIDILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHORPASDTNTXUTVAWAWI

HandshakeAffiliates

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

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