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Building 2DOYENNE WEALTH ADVISORS

Map pinCHICAGO, IL
Phone312-374-0844
NotebookSEC #801-122292
Total AUM
$2B
Employees
18
Clients
132

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
227 W MONROE STREET
SUITE 4650
CHICAGO
IL 60606
United States
Operating Hours
9-5
Monday - Friday
Phone
312-374-0844

ReceiptFinancials

Total AUM
$2B
Accounts
740
Discretionary
$0
Accounts
0
Non-Discretionary
$2B
Accounts
740

ContactClients

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Individual Clients
3
AUM
$1.8M
HNW Individual Clients
129
AUM
$2B

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILMNNYOHTXWA

HandshakeAffiliates

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

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