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Building 2KINNAMON & ASSOCIATES LTD II

Map pinBARRINGTON, IL
Phone847-381-1053
NotebookSEC #801-135791
Total AUM
$117.6M
Employees
7
Clients
131

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
217 N. NORTHWEST HWY
BARRINGTON
IL 60010
United States
Operating Hours
8 AM TO 4:30 PM
Monday - Friday
Phone
847-381-1053

ReceiptFinancials

Total AUM
$117.6M
Accounts
396
Discretionary
$0
Accounts
0
Non-Discretionary
$117.6M
Accounts
396

ContactClients

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Individual Clients
113
AUM
$84.9M
HNW Individual Clients
5
AUM
$25.4M
Pension/Profit Sharing Plan Clients
8
AUM
$6.8M
Corporation or Business Clients
5
AUM
$462.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTXWI

HandshakeAffiliates

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

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