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Building 2WELLMENT FINANCIAL

Map pinELMHURST, IL
Phone630-993-8200
NotebookSEC #801-122241
Total AUM
$312.7M
Employees
21
Clients
405

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
444 N. YORK STREET
ELMHURST
IL 60126
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
630-993-8200
Other Offices
3

ReceiptFinancials

Total AUM
$312.7M
Accounts
1,266
Discretionary
$312.7M
Accounts
1,266
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
329
AUM
$136.3M
HNW Individual Clients
76
AUM
$176.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINNENHTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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