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

Building 2MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC

Map pinSKOKIE, IL
Phone847-983-0123
NotebookSEC #801-123711
Total AUM
$178.9M
Employees
4
Clients
178

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4711 GOLF ROAD
SUITE 402
SKOKIE
IL 60076
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
847-983-0123
Other Offices
2

ReceiptFinancials

Total AUM
$178.9M
Accounts
178
Discretionary
$174.5M
Accounts
149
Non-Discretionary
$4.4M
Accounts
29

ContactClients

View more in analytics →

Individual Clients
124
AUM
$53.4M
HNW Individual Clients
52
AUM
$122.2M
Pension/Profit Sharing Plan Clients
1
AUM
$3M
Charitable Organization Clients
1
AUM
$262.3K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMITX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account