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Building 2MOLLER WEALTH PARTNERS

Map pinNORTHFIELD, IL
Phone847-441-7575
NotebookSEC #801-40822
Total AUM
$755.9M
Employees
7
Clients
296

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE NORTHFIELD PLAZA, SUITE 200
NORTHFIELD
IL 60093-1211
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
847-441-7575
Other Offices
1

ReceiptFinancials

Total AUM
$755.9M
Accounts
1,353
Discretionary
$754.8M
Accounts
1,352
Non-Discretionary
$1.2M
Accounts
1

ContactClients

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Individual Clients
159
AUM
$84.7M
HNW Individual Clients
137
AUM
$671.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINLATXWAWI

HandshakeAffiliates

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

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