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Building 2BARRETT WEALTH CONNECTION LLC

Map pinSPRING GROVE, IL
Phone815-529-7527
NotebookSEC #801-130511
Total AUM
$148M
Employees
2
Clients
177

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2002 HOLIAN DRIVE, SUITE 104
SPRING GROVE
IL 60081
United States
Operating Hours
8:30AM - 4:30PM
BY APPOINTMENT OUTSIDE NORMAL BUSINESS HOURS
Phone
815-529-7527

ReceiptFinancials

Total AUM
$148M
Accounts
419
Discretionary
$145.1M
Accounts
412
Non-Discretionary
$2.8M
Accounts
7

ContactClients

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Individual Clients
104
AUM
$30.9M
HNW Individual Clients
59
AUM
$111.5M
Pension/Profit Sharing Plan Clients
12
AUM
$2.3M
Charitable Organization Clients
2
AUM
$3.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOILTXWI

HandshakeAffiliates

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

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