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Building 2ESSEX LLC

Map pinDEER PARK, IL
Phone847-777-7800
NotebookSEC #801-54274
Total AUM
$649.3M
Employees
9
Clients
608

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21805 FIELD PARKWAY
SUITE 340
DEER PARK
IL 60010
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
847-777-7800
Other Offices
2

ReceiptFinancials

Total AUM
$649.3M
Accounts
2,294
Discretionary
$618.8M
Accounts
2,275
Non-Discretionary
$30.5M
Accounts
19

ContactClients

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Individual Clients
414
AUM
$75.3M
HNW Individual Clients
162
AUM
$531.7M
Pension/Profit Sharing Plan Clients
31
AUM
$37M
Charitable Organization Clients
1
AUM
$5.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILINLAMIMNNCNHNJNYOHTXVAWI

HandshakeAffiliates

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

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