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Building 2MCCULLEY FINANCIAL GROUP, LLC

Map pinWESTCHESTER, IL
Phone312-219-9000
NotebookSEC #801-129527
Total AUM
$188.7M
Employees
4
Clients
169

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 WESTBROOK CORPORATE CENTER
SUITE 220
WESTCHESTER
IL 60154
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
312-219-9000
Other Offices
1

ReceiptFinancials

Total AUM
$188.7M
Accounts
169
Discretionary
$101.6M
Accounts
141
Non-Discretionary
$87.1M
Accounts
28

ContactClients

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Individual Clients
119
AUM
$28.1M
HNW Individual Clients
22
AUM
$73.5M
Pension/Profit Sharing Plan Clients
28
AUM
$87.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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