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Building 2INVESTMENT ADVISORS GROUP, LLC

Map pinJACKSONVILLE, IL
Phone217-619-0046
NotebookSEC #801-122396
Total AUM
$36.6M
Employees
1
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
360 W. COLLEGE AVE
JACKSONVILLE
IL 62650
United States
Operating Hours
9-5
Monday - Friday
Phone
217-619-0046

ReceiptFinancials

Total AUM
$36.6M
Accounts
176
Discretionary
$0
Accounts
0
Non-Discretionary
$36.6M
Accounts
176

ContactClients

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Individual Clients
96
AUM
$36.2M
Pension/Profit Sharing Plan Clients
1
AUM
$281.8K
Corporation or Business Clients
1
AUM
$101.2K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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

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