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Building 2MODEL WEALTH

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Phone(630) 381-1170
NotebookSEC #801-117301
Total AUM
$318.2M
Employees
5
Clients
159

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
NONE
Phone
(630) 381-1170
Other Offices
1

ReceiptFinancials

Total AUM
$318.2M
Accounts
622
Discretionary
$314.5M
Accounts
617
Non-Discretionary
$3.7M
Accounts
5

ContactClients

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Individual Clients
63
AUM
$19.6M
HNW Individual Clients
94
AUM
$298.6M
Corporation or Business Clients
2
AUM
$915

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLIL

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

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