Sign in
Create a free account
THE FINANCIAL CONCEPTS COMPANY
ROLLING MEADOWS, IL
847-670-8000
SEC #801-56524Total AUM
$75M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3601 ALGONGUIN ROAD
SUITE 620
ROLLING MEADOWS
IL 60008-3110
USA
SUITE 620
ROLLING MEADOWS
IL 60008-3110
USA
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
847-670-8000
Financials
Total AUM
$75M
Accounts
21Discretionary
$0
Accounts
0Non-Discretionary
$75M
Accounts
21
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
IL
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.