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Building 2MILLENNIAL WEALTH ADVISORS

Map pin
Phone312-637-1850
NotebookSEC #801-136267
Total AUM
$146M
Employees
2
Clients
45

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM - 6:00PM CST
BY APPOINTMENT
Phone
312-637-1850
Other Offices
1

ReceiptFinancials

Total AUM
$146M
Accounts
49
Discretionary
$0
Accounts
0
Non-Discretionary
$146M
Accounts
49

ContactClients

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Individual Clients
2
AUM
$487.3K
HNW Individual Clients
29
AUM
$70.8M
Charitable Organization Clients
2
AUM
$17.3M
Corporation or Business Clients
12
AUM
$57.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

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Disclosures

None reported

State Registrations
FLILOH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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