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Building 2KRD WEALTH MANAGEMENT, LLC

Map pinSCHAUMBURG, IL
Phone847-849 5550
NotebookSEC #801-123175
Total AUM
$98.5M
Employees
4
Clients
106

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1051 PERIMETER DRIVE
9TH FLOOR
SCHAUMBURG
IL 60173
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
847-849 5550

ReceiptFinancials

Total AUM
$98.5M
Accounts
292
Discretionary
$98.5M
Accounts
292
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
46
AUM
$10.6M
HNW Individual Clients
51
AUM
$79M
Pension/Profit Sharing Plan Clients
7
AUM
$8.5M
Charitable Organization Clients
1
AUM
$277.2K
Corporation or Business Clients
1
AUM
$255.1K

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
IL

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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