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Building 2TAIKO PRIVATE WEALTH

Map pinCHICAGO, IL
Phone3123004781
NotebookSEC #801-129742
Total AUM
$514.8M
Employees
3
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 W RANDOLPH ST STE 3050
CHICAGO
IL 60606
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
3123004781

ReceiptFinancials

Total AUM
$514.8M
Accounts
58
Discretionary
$333.9M
Accounts
55
Non-Discretionary
$180.9M
Accounts
3

ContactClients

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Individual Clients
25
AUM
$190.6M
HNW Individual Clients
30
AUM
$324.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILTXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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