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Building 2WNA WEALTH ADVISORS, INC.

Map pinHINSDALE, IL
Phone630-455-0600
NotebookSEC #801-44672
Total AUM
$355.3M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 E OGDEN AVE
STE 130
HINSDALE
IL 60521
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
630-455-0600

ReceiptFinancials

Total AUM
$355.3M
Accounts
863
Discretionary
$288.9M
Accounts
841
Non-Discretionary
$66.4M
Accounts
22

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
MANAGEMENT OF PRIVATE EQUITY FUND
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINWI

HandshakeAffiliates

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

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