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Building 2INVESTMENT CONSULTANTS LLC

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Phone847-492-9559
NotebookSEC #801-51629
Total AUM
$235.4M
Employees
1
Clients
35

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
847-492-9559

ReceiptFinancials

Total AUM
$235.4M
Accounts
42
Discretionary
$0
Accounts
0
Non-Discretionary
$235.4M
Accounts
42

ContactClients

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Individual Clients
4
AUM
$430.8K
HNW Individual Clients
15
AUM
$27.2M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
6
AUM
$198.6M
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0
Other Clients
3
AUM
$9.1M
Description of Other Clients
INDUSTRY ASSOCIATION

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
DC PARTICIPANT EDUC & RPTING; PERFORMANCE MONITORING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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