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Building 2MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC

Map pinLINCOLNSHIRE, IL
Phone847-247-8959
NotebookSEC #801-126430
Total AUM
$524.4M
Employees
10
Clients
182

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
475 HALF DAY ROAD
SUITE 500
LINCOLNSHIRE
IL 60069
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
847-247-8959
Other Offices
2

ReceiptFinancials

Total AUM
$524.4M
Accounts
799
Discretionary
$524.2M
Accounts
798
Non-Discretionary
$202.2K
Accounts
1

ContactClients

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Individual Clients
42
AUM
$9.8M
HNW Individual Clients
138
AUM
$513.2M
Charitable Organization Clients
1
AUM
$801.8K
Corporation or Business Clients
1
AUM
$576.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ASSET ALLOCATION SERVICES INVESTMENT ADVISOR TO 401K PLANS
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILLANCNHNYSC

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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