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Building 2KAI WEALTH LLC

Map pinCHICAGO, IL
Phone312-605-8020
NotebookSEC #801-131183
Total AUM
$275.2M
Employees
6
Clients
23

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 WEST SUPERIOR STREET
SUITE 001
CHICAGO
IL 60654
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
312-605-8020

ReceiptFinancials

Total AUM
$275.2M
Accounts
23
Discretionary
$182.2M
Accounts
22
Non-Discretionary
$93M
Accounts
1

ContactClients

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Individual Clients
6
AUM
$6M
HNW Individual Clients
17
AUM
$269.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AZILTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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