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Building 2PR WEALTH MANAGEMENT GROUP

Map pinEAST MOLINE, IL
Phone309-792-8291
NotebookSEC #801-122276
Total AUM
$164.9M
Employees
5
Clients
460

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
990 AVENUE OF THE CITIES
SUITE 4
EAST MOLINE
IL 61244
United States
Operating Hours
9:00 AM - 4:30 PM
Monday - Friday
Phone
309-792-8291
Other Offices
1

ReceiptFinancials

Total AUM
$164.9M
Accounts
456
Discretionary
$130.4M
Accounts
420
Non-Discretionary
$34.5M
Accounts
36

ContactClients

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Individual Clients
420
AUM
$126.7M
HNW Individual Clients
36
AUM
$34.5M
Pension/Profit Sharing Plan Clients
4
AUM
$3.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAHIIAILMNNENVTX

HandshakeAffiliates

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

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