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Building 2PRAIRIEVIEW WEALTH & TAX ADVISORS

Map pinFRANKFORT, IL
Phone708-326-4750
NotebookSEC #801-128680
Total AUM
$207.5M
Employees
9
Clients
288

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
28 W NEBRASKA ST
FRANKFORT
IL 60423
United States
Operating Hours
8:00 TO 4:30
Monday - Friday
Phone
708-326-4750
Other Offices
2

ReceiptFinancials

Total AUM
$207.5M
Accounts
882
Discretionary
$207.5M
Accounts
882
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
213
AUM
$77.3M
HNW Individual Clients
75
AUM
$130.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINOHTXWI

HandshakeAffiliates

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

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