1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2STEPHEN SMITH FINANCIAL INC.

Map pinSCHAUMBURG, IL
Phone847-337-1022
NotebookSEC #801-134877
Total AUM
$129M
Employees
4
Clients
160

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1701 EAST WOODFIELD ROAD
SUITE 810
SCHAUMBURG
IL 60173
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
847-337-1022

ReceiptFinancials

Total AUM
$129M
Accounts
458
Discretionary
$129M
Accounts
458
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
160
AUM
$129M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account