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Building 2SUCCESSFUL FINANCIAL SOLUTIONS INC

Map pinBUFFALO GROVE, IL
Phone847-520-0999
NotebookSEC #801-56527
Total AUM
$40.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1130 LAKE COOK ROAD
SUITE 300
BUFFALO GROVE
IL 60089
USA
Operating Hours
9:00A.M. TO 5:00P.M.
Monday - Friday
Phone
847-520-0999

ReceiptFinancials

Total AUM
$40.7M
Accounts
163
Discretionary
$40.7M
Accounts
163
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILNV

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

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