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

Building 2KRM FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC

Map pinST. CHARLES, IL
Phone630-377-8760
NotebookSEC #801-135064
Total AUM
$211.5M
Employees
3
Clients
177

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 S. RANDALL ROAD, SUITE 202
ST. CHARLES
IL 60174
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
630-377-8760

ReceiptFinancials

Total AUM
$211.5M
Accounts
516
Discretionary
$211M
Accounts
513
Non-Discretionary
$519.9K
Accounts
3

ContactClients

View more in analytics →

Individual Clients
126
AUM
$51.7M
HNW Individual Clients
51
AUM
$159.7M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLILMITNTXWI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account