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Building 2FINANCIAL DESIGN STUDIO, INC.

Map pinDEER PARK, IL
Phone(847) 238-8050
NotebookSEC #801-134607
Total AUM
$105.5M
Employees
4
Clients
135

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21660 WEST FIELD PARKWAY
SUITE 118
DEER PARK
IL 60010
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(847) 238-8050

ReceiptFinancials

Total AUM
$105.5M
Accounts
452
Discretionary
$105.5M
Accounts
452
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
102
AUM
$33.7M
HNW Individual Clients
32
AUM
$71.4M
Charitable Organization Clients
1
AUM
$400K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILKSTX

HandshakeAffiliates

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

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