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Building 2SERVANT FINANCIAL, LTD.

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Phone630-264-0127
NotebookSEC #801-130929
Total AUM
$143.6M
Employees
4
Clients
43

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
630-264-0127

ReceiptFinancials

Total AUM
$143.6M
Accounts
87
Discretionary
$40.7M
Accounts
70
Non-Discretionary
$102.8M
Accounts
17

ContactClients

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Individual Clients
22
AUM
$4.8M
HNW Individual Clients
18
AUM
$68.5M
Pooled Vehicle Clients
2
AUM
$64.8M
Corporation or Business Clients
1
AUM
$5.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
FARM MANAGEMENT AND ACCOUNTING

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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