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Building 2WAVELAND FAMILY OFFICE, LLC

Map pinDEERFIELD, IL
Phone(847) 874-8210
NotebookSEC #801-127476
Total AUM
$359M
Employees
7
Clients
70

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
570 LAKE COOK RD
SUITE 320
DEERFIELD
IL 60015
United States
Operating Hours
8:30 AM - 5:30 PM CST
Monday - Friday
Phone
(847) 874-8210

ReceiptFinancials

Total AUM
$359M
Accounts
70
Discretionary
$359M
Accounts
70
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$7.4M
HNW Individual Clients
47
AUM
$351.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLILNH

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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