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Building 2TREETOP WEALTH MANAGEMENT, LLC

Map pinNORTHFIELD, IL
Phone847-386-6707
NotebookSEC #801-121465
Total AUM
$210M
Employees
3
Clients
100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE NORTHFIELD PLAZA
SUITE 106
NORTHFIELD
IL 60093
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
847-386-6707

ReceiptFinancials

Total AUM
$210M
Accounts
350
Discretionary
$210M
Accounts
350
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
50
AUM
$70M
HNW Individual Clients
50
AUM
$140M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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

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