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Building 2MINDFUL WEALTH LLC

Map pinGLENCOE, IL
Phone312-953-9900
NotebookSEC #801-127605
Total AUM
$225.3M
Employees
1
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
385 PARK AVENUE
200
GLENCOE
IL 60022
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
312-953-9900

ReceiptFinancials

Total AUM
$225.3M
Accounts
279
Discretionary
$225.3M
Accounts
279
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
57
AUM
$225.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ILLAMI

HandshakeAffiliates

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

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