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Building 2WOLF FINANCIAL ADVISORS LLC

Map pinPEKIN, IL
Phone309-346-1106
NotebookSEC #801-132494
Total AUM
$124.9M
Employees
1
Clients
99

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2930 COURT STREET
PEKIN
IL 61554
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
309-346-1106

ReceiptFinancials

Total AUM
$124.9M
Accounts
314
Discretionary
$0
Accounts
0
Non-Discretionary
$124.9M
Accounts
314

ContactClients

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Individual Clients
75
AUM
$41.3M
HNW Individual Clients
24
AUM
$83.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTX

HandshakeAffiliates

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

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