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Building 2EXPRESSIVE WEALTH LLC

Map pinCHICAGO, IL
Phone847-595-8812
NotebookSEC #801-129561
Total AUM
$165.2M
Employees
10
Clients
165

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6650 N NORTHWEST HWY
SUITE 1W
CHICAGO
IL 60631
United States
Operating Hours
8 AM - 4:30 PM
Monday - Friday
Phone
847-595-8812
Other Offices
4

ReceiptFinancials

Total AUM
$165.2M
Accounts
468
Discretionary
$165.2M
Accounts
467
Non-Discretionary
$11.1K
Accounts
1

ContactClients

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Individual Clients
129
AUM
$34.3M
HNW Individual Clients
36
AUM
$130.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLILMINYVA

HandshakeAffiliates

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

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