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Building 2AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC

Map pinCRYSTAL LAKE, IL
Phone815-479-9024
NotebookSEC #801-132912
Total AUM
$195.4M
Employees
5
Clients
469

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
381 S. MAIN STREET
CRYSTAL LAKE
IL 60014
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
815-479-9024
Other Offices
4

ReceiptFinancials

Total AUM
$195.4M
Accounts
430
Discretionary
$143.5M
Accounts
349
Non-Discretionary
$51.9M
Accounts
81

ContactClients

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Individual Clients
205
AUM
$40M
HNW Individual Clients
244
AUM
$138.4M
Pension/Profit Sharing Plan Clients
5
AUM
$6.4M
Charitable Organization Clients
4
AUM
$1.1M
Corporation or Business Clients
11
AUM
$9.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILTNTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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