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Building 2TENET WEALTH PARTNERS, LLC

Map pinCHAMPAIGN, IL
Phone217-281-4250
NotebookSEC #801-135114
Total AUM
$246.9M
Employees
4
Clients
442

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 N NEIL STREET
SUITE 303
CHAMPAIGN
IL 61820
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
217-281-4250

ReceiptFinancials

Total AUM
$246.9M
Accounts
442
Discretionary
$226.7M
Accounts
430
Non-Discretionary
$20.2M
Accounts
12

ContactClients

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Individual Clients
346
AUM
$99.8M
HNW Individual Clients
33
AUM
$117.2M
Pension/Profit Sharing Plan Clients
12
AUM
$20.7M
Charitable Organization Clients
19
AUM
$4.1M
Corporation or Business Clients
7
AUM
$3.1M
Other Clients
25
AUM
$2M
Description of Other Clients
529 COLLEGE SAVINGS PLANS

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD-PARTY SERVICES

Shield checkCompliance

Disclosures

None reported

State Registrations
ILLATX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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