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Building 2COSTELLO FINANCIAL PLANNING, INC.

Map pin
Phone847-894-2067
NotebookSEC #801-122006
Total AUM
$217.1M
Employees
2
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
847-894-2067
Other Offices
2

ReceiptFinancials

Total AUM
$217.1M
Accounts
560
Discretionary
$185.8M
Accounts
540
Non-Discretionary
$31.3M
Accounts
20

ContactClients

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Individual Clients
69
AUM
$175.2M
HNW Individual Clients
40
AUM
$17.1M
Pension/Profit Sharing Plan Clients
3
AUM
$19.3M
Charitable Organization Clients
1
AUM
$2.4M
Corporation or Business Clients
4
AUM
$3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMIORTXVT

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

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