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Building 2FPG WEALTH

Map pin
Phone847-668-7950
NotebookSEC #801-127677
Total AUM
$35.7M
Employees
1
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 AM - 4 PM
Monday - Friday
Phone
847-668-7950

ReceiptFinancials

Total AUM
$35.7M
Accounts
47
Discretionary
$35.7M
Accounts
47
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
5
AUM
$984K
HNW Individual Clients
12
AUM
$31.9M
Corporation or Business Clients
2
AUM
$2.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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