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Building 2BLUE SKY INVESTMENT PARTNERS, INC.

Map pinEVANSTON, IL
Phone847-864-5070
NotebookSEC #801-136202
Total AUM
$118M
Employees
1
Clients
62

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1609 SHERMAN AVE., #204
EVANSTON
IL 60201
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
847-864-5070

ReceiptFinancials

Total AUM
$118M
Accounts
62
Discretionary
$118M
Accounts
62
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
26
AUM
$13.1M
HNW Individual Clients
35
AUM
$104.8M
Pension/Profit Sharing Plan Clients
1
AUM
$122.8K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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

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