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Building 2UNIQUE WEALTH STRATEGIES

Map pinBURR RIDGE, IL
Phone630-318-0565
NotebookSEC #801-127067
Total AUM
$381.5M
Employees
10
Clients
397

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
570 VILLAGE CENTER DRIVE, STE 203
BURR RIDGE
IL 60527
United States
Operating Hours
8:00 TO 5:00
Monday - Friday
Phone
630-318-0565

ReceiptFinancials

Total AUM
$381.5M
Accounts
842
Discretionary
$380.6M
Accounts
840
Non-Discretionary
$900K
Accounts
2

ContactClients

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Individual Clients
187
AUM
$60M
HNW Individual Clients
98
AUM
$280M
Pension/Profit Sharing Plan Clients
51
AUM
$23.5M
Charitable Organization Clients
14
AUM
$15.5M
Insurance Company Clients
3
AUM
$2.5M
Corporation or Business Clients
44
AUM
$0

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODEFLILINLAMANJOKTX

HandshakeAffiliates

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

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