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Building 2MONERE WEALTH MANAGEMENT, INC.

Map pinSCHAUMBURG, IL
Phone312-585-3850
NotebookSEC #801-117039
Total AUM
$312M
Employees
10
Clients
500

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 N. MARTINGALE ROAD
SUITE 450
SCHAUMBURG
IL 60173
United States
Operating Hours
8:00-16:00
Monday - Friday
Phone
312-585-3850
Other Offices
1

ReceiptFinancials

Total AUM
$312M
Accounts
555
Discretionary
$81M
Accounts
150
Non-Discretionary
$231M
Accounts
405

ContactClients

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Individual Clients
250
AUM
$167M
HNW Individual Clients
235
AUM
$120M
Charitable Organization Clients
5
AUM
$10M
Corporation or Business Clients
10
AUM
$15M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLILINLAMIMNMOMTNCNHNMNVOHSCTXVAWAWI

HandshakeAffiliates

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

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