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Building 2PMG WEALTH MANAGEMENT

Map pinHAWTHORN WOODS, IL
Phone847-550-6100
NotebookSEC #801-122740
Total AUM
$198.3M
Employees
4
Clients
445

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
60 LANDOVER PKWY, STE. D
HAWTHORN WOODS
IL 60047
United States
Operating Hours
8:00 TO 5:00
Monday - Friday
Phone
847-550-6100
Other Offices
1

ReceiptFinancials

Total AUM
$198.3M
Accounts
775
Discretionary
$198.3M
Accounts
775
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
299
AUM
$53.8M
HNW Individual Clients
144
AUM
$144.2M
Pension/Profit Sharing Plan Clients
1
AUM
$271.4K
Corporation or Business Clients
1
AUM
$60K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES NOT RESULTING IN A FINANCIAL PLAN
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CAFLILNHTX

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

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