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Building 2MGFS PRIVATE WEALTH, LLC

Map pin
Phone312-758-3997
NotebookSEC #801-135933
Total AUM
$116.7M
Employees
3
Clients
207

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 5PM
Monday - Friday
Phone
312-758-3997
Other Offices
1

ReceiptFinancials

Total AUM
$116.7M
Accounts
549
Discretionary
$0
Accounts
0
Non-Discretionary
$116.7M
Accounts
549

ContactClients

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Individual Clients
159
AUM
$40.6M
HNW Individual Clients
48
AUM
$76.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges 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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