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Building 2BARZIDEH & NADEAU WEALTH MANAGEMENT LLC

Map pinBARRINGTON, IL
Phone847-780-2980
NotebookSEC #801-132162
Total AUM
$44.6M
Employees
3
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
303 E. MAIN ST.
#102
BARRINGTON
IL 60010
United States
Operating Hours
8:00AM - 4:30 PM
Monday - Friday
Phone
847-780-2980

ReceiptFinancials

Total AUM
$44.6M
Accounts
243
Discretionary
$42.5M
Accounts
220
Non-Discretionary
$2.1M
Accounts
23

ContactClients

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Individual Clients
66
AUM
$25.4M
HNW Individual Clients
14
AUM
$19.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

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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