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Building 2STRATEGIC PORTFOLIO MANAGERS

Map pinNORTHFIELD, IL
Phone(847) 441-2600
NotebookSEC #801-127818
Total AUM
$127.1M
Employees
1
Clients
84

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE NORTHFIELD PLAZA
SUITE 300
NORTHFIELD
IL 60093
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(847) 441-2600
Other Offices
1

ReceiptFinancials

Total AUM
$127.1M
Accounts
250
Discretionary
$114.5M
Accounts
248
Non-Discretionary
$12.6M
Accounts
2

ContactClients

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Individual Clients
40
AUM
$8.7M
HNW Individual Clients
43
AUM
$110.2M
Corporation or Business Clients
1
AUM
$8.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTX

HandshakeAffiliates

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

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