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Building 2MCBEATH FINANCIAL GROUP

Map pinNORMAL, IL
Phone309-808-2224
NotebookSEC #801-130333
Total AUM
$287M
Employees
8
Clients
237

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
203 LANDMARK DRIVE
SUITE A
NORMAL
IL 61761
United States
Operating Hours
M-TH 9 - 5 AND F BY APPOINTMENT
Monday - Friday
Phone
309-808-2224
Other Offices
1

ReceiptFinancials

Total AUM
$287M
Accounts
680
Discretionary
$287M
Accounts
680
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
139
AUM
$57.7M
HNW Individual Clients
97
AUM
$229M
Charitable Organization Clients
1
AUM
$358K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ILNE

HandshakeAffiliates

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

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