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Building 2TRUEMAN BROWN

Map pinLAKE ZURICH, IL
Phone847-228-1968
NotebookSEC #801-120742
Total AUM
$196.1M
Employees
2
Clients
129

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
765 ELA ROAD
SUITE 301
LAKE ZURICH
IL 60047
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
847-228-1968
Other Offices
1

ReceiptFinancials

Total AUM
$196.1M
Accounts
373
Discretionary
$191.1M
Accounts
372
Non-Discretionary
$5M
Accounts
1

ContactClients

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Individual Clients
83
AUM
$19.7M
HNW Individual Clients
45
AUM
$171.4M
Pension/Profit Sharing Plan Clients
1
AUM
$5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ILNYPAWI

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

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