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Building 2CCP, INC

Map pinPALATINE, IL
Phone847-303-1220
NotebookSEC #801-55936
Total AUM
$142.2M
Employees
4
Clients
88

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4801 EMERSON AVE
SUITE 106
PALATINE
IL 60067
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
847-303-1220

ReceiptFinancials

Total AUM
$142.2M
Accounts
287
Discretionary
$142.2M
Accounts
287
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
41
AUM
$35M
HNW Individual Clients
46
AUM
$105.2M
Charitable Organization Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
MINIMUM FEE IN CONTRACT

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIL

HandshakeAffiliates

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

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