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Building 2ALO FINANCIAL PLANNING

Map pinMOUNT PROSPECT, IL
Phone(224) 250-9373
NotebookSEC #801-136485
Total AUM
$120.9M
Employees
2
Clients
67

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 E EVERGREEN AVE
SUITE 127
MOUNT PROSPECT
IL 60056-3294
United States
Operating Hours
9:00 AM - 4:00 PM
BY APPOINTMENT
Phone
(224) 250-9373
Other Offices
2

ReceiptFinancials

Total AUM
$120.9M
Accounts
300
Discretionary
$120.9M
Accounts
300
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
28
AUM
$12.9M
HNW Individual Clients
39
AUM
$108M

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
AZILIN

HandshakeAffiliates

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

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