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Building 2MPI WEALTH MANAGEMENT LLC

Map pinHINSDALE, IL
Phone630-325-6900
NotebookSEC #801-117155
Total AUM
$233.6M
Employees
4
Clients
155

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15 SALT CREEK LANE
SUITE 404
HINSDALE
IL 60521-2965
United States
Operating Hours
8:00 AM - 5:00PM
Monday - Friday
Phone
630-325-6900
Other Offices
1

ReceiptFinancials

Total AUM
$233.6M
Accounts
156
Discretionary
$233.6M
Accounts
156
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
43
AUM
$15.3M
HNW Individual Clients
93
AUM
$111.3M
Pension/Profit Sharing Plan Clients
1
AUM
$5.4M
Charitable Organization Clients
5
AUM
$4.3M
Government Entity Clients
1
AUM
$1.5M
Insurance Company Clients
6
AUM
$77.5M
Corporation or Business Clients
6
AUM
$18.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
FLILMINJTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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