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Building 2ROOTED WEALTH ADVISORS

Map pinBOURBONNAIS, IL
Phone866.766.8332
NotebookSEC #801-121129
Total AUM
$408.8M
Employees
22
Clients
1,652

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
389 WILLIAM LATHAM R SENIOR DRIVE
BOURBONNAIS
IL 60914
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
866.766.8332
Other Offices
7

ReceiptFinancials

Total AUM
$408.8M
Accounts
3,720
Discretionary
$406.1M
Accounts
3,705
Non-Discretionary
$2.8M
Accounts
15

ContactClients

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Individual Clients
1,500
AUM
$197.7M
HNW Individual Clients
105
AUM
$203.8M
Charitable Organization Clients
16
AUM
$1.4M
Corporation or Business Clients
31
AUM
$5.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLILINMISCTNTX

HandshakeAffiliates

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

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