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Building 2FACTOR WEALTH MANAGEMENT

Map pinCHICAGO, IL
Phone(312) 644-5040
NotebookSEC #801-34937
Total AUM
$781M
Employees
7
Clients
239

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
980 N MICHIGAN AVENUE
STE 1320
CHICAGO
IL 60611
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
(312) 644-5040

ReceiptFinancials

Total AUM
$781M
Accounts
880
Discretionary
$764.9M
Accounts
877
Non-Discretionary
$16.2M
Accounts
3

ContactClients

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Individual Clients
64
AUM
$36.2M
HNW Individual Clients
175
AUM
$744.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILMDNHNYTXWI

HandshakeAffiliates

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

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