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Building 2TRAILS EDGE WEALTH ADVISERS, LLC

Map pin
Phone847-682-0105
NotebookSEC #801-135825
Total AUM
$153.7M
Employees
2
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM TO 4:00 PM CST
Monday - Friday
Phone
847-682-0105
Other Offices
1

ReceiptFinancials

Total AUM
$153.7M
Accounts
60
Discretionary
$153.7M
Accounts
60
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
31
AUM
$18.9M
HNW Individual Clients
29
AUM
$134.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
GENERAL ASSET ALLOCATION
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIL

HandshakeAffiliates

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

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