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Building 2210 FINANCIAL

Map pinMORTON, IL
Phone309-263-1333
NotebookSEC #801-129099
Total AUM
$242.8M
Employees
16
Clients
1,002

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 B. YORDY ROAD
MORTON
IL 61550
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
309-263-1333
Other Offices
2

ReceiptFinancials

Total AUM
$242.8M
Accounts
1,786
Discretionary
$242.8M
Accounts
1,786
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
904
AUM
$181.2M
HNW Individual Clients
32
AUM
$58.5M
Pension/Profit Sharing Plan Clients
65
AUM
$3M
Corporation or Business Clients
1
AUM
$229.8K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIAILINLANYTNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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