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Building 2GREENSTONE BELT WEALTH ADVISORS, LLC

Map pinCHICAGO, IL
Phone312-952-6550
NotebookSEC #801-132672
Total AUM
$260.1M
Employees
5
Clients
84

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 N MICHIGAN AVE
SUITE 1200
CHICAGO
IL 60611
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
312-952-6550

ReceiptFinancials

Total AUM
$260.1M
Accounts
337
Discretionary
$231.1M
Accounts
326
Non-Discretionary
$28.9M
Accounts
11

ContactClients

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Individual Clients
10
AUM
$1.5M
HNW Individual Clients
73
AUM
$257.4M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges 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 0 other businesses.

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