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Building 2MWS CAPITAL CONSULTANTS LLC

Map pinCHICAGO, IL
Phone773-412-4302
NotebookSEC #801-123695
Total AUM
$193.7M
Employees
3
Clients
142

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
750 NORTH STATE STREET
7TH FLOOR
CHICAGO
IL 60654
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
773-412-4302
Other Offices
1

ReceiptFinancials

Total AUM
$193.7M
Accounts
449
Discretionary
$185.9M
Accounts
360
Non-Discretionary
$7.8M
Accounts
89

ContactClients

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Individual Clients
65
AUM
$15.9M
HNW Individual Clients
59
AUM
$152.3M
Pension/Profit Sharing Plan Clients
12
AUM
$14.8M
Corporation or Business Clients
6
AUM
$10.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILNJTX

HandshakeAffiliates

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

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