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Building 2DILLOW WEALTH MANAGEMENT LLC

Map pinOAK BROOK, IL
Phone224-330-9662
NotebookSEC #801-120686
Total AUM
$106.3M
Employees
2
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 COMMERCE DRIVE
SUITE 500
OAK BROOK
IL 60523
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
224-330-9662

ReceiptFinancials

Total AUM
$106.3M
Accounts
147
Discretionary
$96.6M
Accounts
139
Non-Discretionary
$9.6M
Accounts
8

ContactClients

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Individual Clients
4
AUM
$437.4K
HNW Individual Clients
14
AUM
$105.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ILLATX

HandshakeAffiliates

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

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