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Building 2KABAREC FINANCIAL ADVISORS LTD

Map pinPALATINE, IL
Phone847-934-7777
NotebookSEC #801-28513
Total AUM
$194.5M
Employees
5
Clients
201

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
220 N. SMITH ST.
SUITE 220
PALATINE
IL 60067-2488
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
847-934-7777

ReceiptFinancials

Total AUM
$194.5M
Accounts
668
Discretionary
$185.9M
Accounts
653
Non-Discretionary
$8.6M
Accounts
15

ContactClients

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Individual Clients
147
AUM
$51M
HNW Individual Clients
54
AUM
$143.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CAFLGAILWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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