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Building 2DALY INVESTMENT MANAGEMENT, LLC

Map pinMOUNT PROSPECT, IL
Phone224-347-2623
NotebookSEC #801-136426
Total AUM
$123.5M
Employees
1
Clients
125

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
930 E NORTHWEST HIGHWAY
MOUNT PROSPECT
IL 60056
United States
Operating Hours
8:00 A.M.- 4:00 P.M.
Monday - Friday
Phone
224-347-2623

ReceiptFinancials

Total AUM
$123.5M
Accounts
125
Discretionary
$123.5M
Accounts
125
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
36
AUM
$85.8M
HNW Individual Clients
89
AUM
$37.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges 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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