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Building 2CHICAGO INVESTMENT ADVISORY GROUP

Map pinMOKENA, IL
Phone708-478-7190
NotebookSEC #801-116908
Total AUM
$275.1M
Employees
7
Clients
757

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19015 S. JODI RD., SUITE G
MOKENA
IL 60448
United States
Operating Hours
8:30AM - 4:00PM
Monday - Friday
Phone
708-478-7190
Other Offices
2

ReceiptFinancials

Total AUM
$275.1M
Accounts
1,910
Discretionary
$275.1M
Accounts
1,910
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
697
AUM
$152.1M
HNW Individual Clients
54
AUM
$113.7M
Pension/Profit Sharing Plan Clients
6
AUM
$9.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLILINNESCTNTXWI

HandshakeAffiliates

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

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