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Building 2RAI WEALTH

Map pinNAPERVILLE, IL
Phone6307338434
NotebookSEC #801-127594
Total AUM
$530.8M
Employees
12
Clients
450

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1700 PARK STREET, SUITE 106
NAPERVILLE
IL 60563
United States
Operating Hours
8:00AM-4:30PM
Monday - Friday
Phone
6307338434

ReceiptFinancials

Total AUM
$530.8M
Accounts
1,220
Discretionary
$473M
Accounts
1,205
Non-Discretionary
$57.8M
Accounts
15

ContactClients

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Individual Clients
281
AUM
$87.8M
HNW Individual Clients
137
AUM
$358M
Pension/Profit Sharing Plan Clients
15
AUM
$57.8M
Charitable Organization Clients
15
AUM
$23.2M
Corporation or Business Clients
2
AUM
$4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLILINNHTNTX

HandshakeAffiliates

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

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