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Building 2EVANSTON ADVISORS

Map pinSCHAUMBURG, IL
Phone847-397-3000
NotebookSEC #801-43993
Total AUM
$504.7M
Employees
11
Clients
216

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1300 WOODFIELD ROAD
SUITE 300
SCHAUMBURG
IL 60173
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
847-397-3000

ReceiptFinancials

Total AUM
$504.7M
Accounts
641
Discretionary
$504.7M
Accounts
641
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
103
AUM
$35.8M
HNW Individual Clients
111
AUM
$453M
Pension/Profit Sharing Plan Clients
1
AUM
$1.3M
Charitable Organization Clients
1
AUM
$14.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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