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Building 2BURLING WEALTH PARTNERS

Map pinCHICAGO, IL
Phone1-312-825-0262
NotebookSEC #801-130889
Total AUM
$1B
Employees
8
Clients
253

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE SOUTH WACKER DRIVE
SUITE 2150
CHICAGO
IL 60606
United States
Operating Hours
8:30 TO 5:30
Monday - Friday
Phone
1-312-825-0262
Other Offices
1

ReceiptFinancials

Total AUM
$1B
Accounts
922
Discretionary
$1B
Accounts
920
Non-Discretionary
$709.8K
Accounts
2

ContactClients

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Individual Clients
67
AUM
$20.9M
HNW Individual Clients
183
AUM
$977.2M
Pension/Profit Sharing Plan Clients
2
AUM
$4.1M
Charitable Organization Clients
1
AUM
$2.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILOHTX

HandshakeAffiliates

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

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