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Building 2K2 WEALTH MANAGEMENT LLC

Map pinCHICAGO, IL
Phone872-227-7652
NotebookSEC #801-135782
Total AUM
$120M
Employees
4
Clients
70

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 N. ASHLAND AVE.
SUITE 500
CHICAGO
IL 60622
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
872-227-7652

ReceiptFinancials

Total AUM
$120M
Accounts
370
Discretionary
$115M
Accounts
350
Non-Discretionary
$5M
Accounts
20

ContactClients

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HNW Individual Clients
70
AUM
$120M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COILKSNENYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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