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Building 2DA WEALTH ADVISORS

Map pin
Phone847-977-3752
NotebookSEC #801-130635
Total AUM
$6.7M
Employees
1
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 6:00 PM
Monday - Friday
Phone
847-977-3752

ReceiptFinancials

Total AUM
$6.7M
Accounts
14
Discretionary
$6.7M
Accounts
14
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$232K
HNW Individual Clients
8
AUM
$6.5M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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

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