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Building 2ZENDAMENTALS

Map pinCHICAGO, IL
Phone773-248-1000
NotebookSEC #801-134594
Total AUM
$160.7M
Employees
1
Clients
424

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2257 W IRVING PARK RD
STE 1
CHICAGO
IL 60618
United States
Operating Hours
10 - 5
Monday - Friday
Phone
773-248-1000

ReceiptFinancials

Total AUM
$160.7M
Accounts
1,065
Discretionary
$160.7M
Accounts
1,065
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
388
AUM
$85.8M
HNW Individual Clients
36
AUM
$74.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILINTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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