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Building 2STUDIO INVESTMENT MANAGEMENT

Map pinCHICAGO, IL
Phone312-399-0828
NotebookSEC #801-121558
Total AUM
$903M
Employees
9
Clients
355

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1901 N. CLYBOURN AVE.
SUITE 202
CHICAGO
IL 60614
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
312-399-0828
Other Offices
2

ReceiptFinancials

Total AUM
$903M
Accounts
961
Discretionary
$903M
Accounts
961
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
149
AUM
$54.8M
HNW Individual Clients
180
AUM
$648.7M
Pension/Profit Sharing Plan Clients
1
AUM
$4.3M
Charitable Organization Clients
5
AUM
$18.4M
Government Entity Clients
19
AUM
$176.1M
Corporation or Business Clients
1
AUM
$651K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILNYTXWI

HandshakeAffiliates

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

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