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Building 2ILLUMINATE WEALTH MANAGEMENT

Map pinBARRINGTON, IL
Phone847-595-1315
NotebookSEC #801-132968
Total AUM
$167.6M
Employees
6
Clients
77

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
777 N. LAKE ZURICH ROAD
SUITE 125C
BARRINGTON
IL 60010
United States
Operating Hours
9-5
Monday - Friday
Phone
847-595-1315
Other Offices
7

ReceiptFinancials

Total AUM
$167.6M
Accounts
380
Discretionary
$157.5M
Accounts
326
Non-Discretionary
$10.1M
Accounts
54

ContactClients

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Individual Clients
37
AUM
$29.4M
HNW Individual Clients
36
AUM
$136.2M
Corporation or Business Clients
4
AUM
$1.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLILKYTNTXVA

HandshakeAffiliates

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

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