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Building 2WORLD EQUITY GROUP, INC.

Map pinSCHAUMBURG, IL
Phone847-342-1700
NotebookSEC #801-56328
Total AUM
$1B
Employees
165
Clients
3,152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
425 N MARTINGALE RD
SUITE 1220
SCHAUMBURG
IL 60173
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
847-342-1700
Other Offices
37

ReceiptFinancials

Total AUM
$1B
Accounts
2,999
Discretionary
$939.3M
Accounts
2,887
Non-Discretionary
$62M
Accounts
112

ContactClients

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Individual Clients
3,029
AUM
$364.3M
HNW Individual Clients
122
AUM
$637M
Pension/Profit Sharing Plan Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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

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