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Building 2EJM WEALTH MANAGEMENT, LLC

Map pin
Phone847-894-3371
NotebookSEC #801-128337
Total AUM
$125.1M
Employees
1
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
847-894-3371

ReceiptFinancials

Total AUM
$125.1M
Accounts
151
Discretionary
$120M
Accounts
149
Non-Discretionary
$5.1M
Accounts
2

ContactClients

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Individual Clients
21
AUM
$5.6M
HNW Individual Clients
33
AUM
$98.1M
Pension/Profit Sharing Plan Clients
1
AUM
$5.1M
Charitable Organization Clients
1
AUM
$16.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILNHTX

HandshakeAffiliates

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

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