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Building 2ARIS INVESTING

Map pinGLENVIEW, IL
Phone3129102502
NotebookSEC #801-132657
Total AUM
$3.3B
Employees
32
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2700 PATRIOT BOULEVARD
SUITE 250
GLENVIEW
IL 60026
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
3129102502
Other Offices
1

ReceiptFinancials

Total AUM
$3.3B
Accounts
919
Discretionary
$4.5M
Accounts
12
Non-Discretionary
$3.3B
Accounts
907

ContactClients

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HNW Individual Clients
1
AUM
$4.5M
Investment Advisor Clients
9
AUM
$3.3B

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
SUBADVISER SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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