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Building 2FRA WEALTH MANAGEMENT LLC

Map pinO'FALLON, IL
Phone888-915-0930
NotebookSEC #801-132681
Total AUM
$112.8M
Employees
2
Clients
910

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
805 W. HWY 50 STE. B
O'FALLON
IL 62269
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
888-915-0930

ReceiptFinancials

Total AUM
$112.8M
Accounts
951
Discretionary
$88.2M
Accounts
698
Non-Discretionary
$24.5M
Accounts
253

ContactClients

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Individual Clients
902
AUM
$88.2M
HNW Individual Clients
8
AUM
$24.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Pending Civil Proceeding
State Registrations
FLILMOTX

HandshakeAffiliates

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

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