1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ERGAWEALTH ADVISORS, INC.

Map pinOAK BROOK, IL
Phone(630) 320-2078
NotebookSEC #801-123353
Total AUM
$341.5M
Employees
5
Clients
416

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 HARGER ROAD
SUITE 711
OAK BROOK
IL 60523
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(630) 320-2078
Other Offices
1

ReceiptFinancials

Total AUM
$341.5M
Accounts
1,077
Discretionary
$330M
Accounts
1,068
Non-Discretionary
$11.5M
Accounts
9

ContactClients

View more in analytics →

Individual Clients
317
AUM
$99.5M
HNW Individual Clients
89
AUM
$217.4M
Pension/Profit Sharing Plan Clients
9
AUM
$11.5M
Charitable Organization Clients
1
AUM
$13.1M

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
COFLILINLAMINHSCTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account