K2 WEALTH MANAGEMENT LLC
Total AUM
$120M
Employees
4Clients
70Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1200 N. ASHLAND AVE.
SUITE 500
CHICAGO
IL 60622
United States
SUITE 500
CHICAGO
IL 60622
United States
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
872-227-7652
Financials
Total AUM
$120M
Accounts
370Discretionary
$115M
Accounts
350Non-Discretionary
$5M
Accounts
20
Clients
HNW Individual Clients
70AUM
$120M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
COILKSNENYTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.