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Building 2XXI WEALTH, LLC

Map pinCHICAGO, IL
Phone(312) 300-2670
NotebookSEC #801-130939
Total AUM
$531.5M
Employees
5
Clients
87

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8770 W BRYN MAWR AVE.
SUITE 1300-1424
CHICAGO
IL 60631
United States
Operating Hours
8-5PM
Monday - Friday
Phone
(312) 300-2670

ReceiptFinancials

Total AUM
$531.5M
Accounts
380
Discretionary
$531.1M
Accounts
370
Non-Discretionary
$463.3K
Accounts
10

ContactClients

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Individual Clients
6
AUM
$3.3M
HNW Individual Clients
81
AUM
$528.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCADCFLILMDNYTNTXWI

HandshakeAffiliates

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

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