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Building 2103 ADVISORY GROUP

Map pinCHICAGO, IL
Phone312-543-8759
NotebookSEC #801-123666
Total AUM
$257.2M
Employees
3
Clients
89

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
231 S. LASALLE STREET
21ST FLOOR
CHICAGO
IL 60604
United States
Operating Hours
8:30 TO 5:00
Monday - Friday
Phone
312-543-8759

ReceiptFinancials

Total AUM
$257.2M
Accounts
89
Discretionary
$257.2M
Accounts
89
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
49
AUM
$23.9M
HNW Individual Clients
40
AUM
$233.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILINNETX

HandshakeAffiliates

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

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