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Building 2PERFORMANCE WEALTH

Map pinHINSDALE, IL
Phone(630) 686-5715
NotebookSEC #801-120074
Total AUM
$4.1B
Employees
15
Clients
955

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
36 E. HINSDALE AVE
HINSDALE
IL 60521
United States
Operating Hours
8:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
(630) 686-5715
Other Offices
6

ReceiptFinancials

Total AUM
$4.1B
Accounts
2,673
Discretionary
$4.1B
Accounts
2,647
Non-Discretionary
$29.6M
Accounts
26

ContactClients

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Individual Clients
440
AUM
$133.1M
HNW Individual Clients
485
AUM
$3.1B
Pension/Profit Sharing Plan Clients
1
AUM
$1.2M
Charitable Organization Clients
1
AUM
$162.2M
Corporation or Business Clients
28
AUM
$718.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAILINLAMINCNHNYSCTNTXWI

HandshakeAffiliates

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

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