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Building 2PEBBLE VALLEY WEALTH MANAGEMENT

Map pinWESTERN SPRINGS, IL
Phone708-246-2366
NotebookSEC #801-136039
Total AUM
$129.5M
Employees
3
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4365 LAWN AVENUE, SUITE 5
WESTERN SPRINGS
IL 60558
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
708-246-2366

ReceiptFinancials

Total AUM
$129.5M
Accounts
447
Discretionary
$129.5M
Accounts
447
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
56
AUM
$27.4M
HNW Individual Clients
41
AUM
$99.6M
Pension/Profit Sharing Plan Clients
1
AUM
$2.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILNETX

HandshakeAffiliates

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

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