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Building 2PENDULUM WEALTH PARTNERS

Map pinITASCA, IL
Phone630-861-6143
NotebookSEC #801-132537
Total AUM
$282.8M
Employees
13
Clients
275

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 PARK BLVD
STE 1400
ITASCA
IL 60143
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
630-861-6143
Other Offices
1

ReceiptFinancials

Total AUM
$282.8M
Accounts
927
Discretionary
$282.8M
Accounts
927
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
165
AUM
$68.3M
HNW Individual Clients
102
AUM
$210.4M
Pension/Profit Sharing Plan Clients
7
AUM
$4M
Corporation or Business Clients
1
AUM
$172.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMITX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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