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Building 2ARENA PRIVATE WEALTH

Map pinCHICAGO, IL
Phone312-798-9045
NotebookSEC #801-131099
Total AUM
$338.1M
Employees
8
Clients
231

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 N. MICHIGAN AVENUE
SUITE 610
CHICAGO
IL 60611-5584
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
312-798-9045
Other Offices
6

ReceiptFinancials

Total AUM
$338.1M
Accounts
606
Discretionary
$338.1M
Accounts
606
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
65
AUM
$53.8M
HNW Individual Clients
158
AUM
$283.5M
Pooled Vehicle Clients
1
AUM
$0
Corporation or Business Clients
7
AUM
$864.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLILINMANHOHTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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