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Building 2PANDORA WEALTH, INC.

Map pinOAKBROOK TERRACE, IL
Phone(630) 230-6841
NotebookSEC #801-130622
Total AUM
$285M
Employees
7
Clients
109

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 MID AMERICA PLAZA
FLOOR 3
OAKBROOK TERRACE
IL 60181
United States
Operating Hours
8:30 TO 5:00
Monday - Friday
Phone
(630) 230-6841
Other Offices
1

ReceiptFinancials

Total AUM
$285M
Accounts
109
Discretionary
$277.4M
Accounts
108
Non-Discretionary
$7.6M
Accounts
1

ContactClients

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Individual Clients
20
AUM
$16.6M
HNW Individual Clients
85
AUM
$267.3M
Pension/Profit Sharing Plan Clients
1
AUM
$350K
Corporation or Business Clients
3
AUM
$700K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGAILTX

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

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