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Building 2WHALE

Map pinCHICAGO, IL
Phone8884887104
NotebookSEC #801-130339
Total AUM
$2.5M
Employees
7
Clients
3,006

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
332 S MICHIGAN AVE
SUITE #121-2234
CHICAGO
IL 60604
United States
Operating Hours
8AM-6PM
Monday - Friday
Phone
8884887104

ReceiptFinancials

Total AUM
$2.5M
Accounts
3,006
Discretionary
$2.5M
Accounts
3,006
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3,006
AUM
$2.5M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACODCFLGAILKYMAMDNCNJNYOHORPATNTXUTVAWA

HandshakeAffiliates

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

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