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Building 2HERO INVESTMENT PLANNERS LLC

Map pinWEST DUNDEE, IL
Phone847-428-3997
NotebookSEC #801-120069
Total AUM
$2.2M
Employees
5
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
650 SPRING HILL RING ROAD
SUITE #2000
WEST DUNDEE
IL 60118
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
847-428-3997
Other Offices
1

ReceiptFinancials

Total AUM
$2.2M
Accounts
12
Discretionary
$2.2M
Accounts
12
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$232.5K
HNW Individual Clients
1
AUM
$1.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMA

HandshakeAffiliates

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

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