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SYSTM WEALTH SOLUTIONS
CHICAGO, IL
312-236-1600
SEC #801-126218Total AUM
$839.2M
Employees
1Clients
1,322Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
150 N. RIVERSIDE PLAZA
CHICAGO
IL 60606
United States
CHICAGO
IL 60606
United States
Operating Hours
8-5
Monday - Friday
Monday - Friday
Phone
312-236-1600
Financials
Total AUM
$839.2M
Accounts
1,315Discretionary
$839.2M
Accounts
1,315Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,256AUM
$735M
HNW Individual Clients
1AUM
$0
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$176.5K
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
58AUM
$104M
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.