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Building 2ASSET MANAGEMENT GROUP LTD

Map pinNORTHBROOK, IL
Phone847-291-7909
NotebookSEC #801-57283
Total AUM
$423.8M
Employees
3
Clients
345

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3400 DUNDEE RD
SUITE 145
NORTHBROOK
IL 60062
United States
Operating Hours
9:00 - 5:30
Monday - Friday
Phone
847-291-7909

ReceiptFinancials

Total AUM
$423.8M
Accounts
345
Discretionary
$423.8M
Accounts
345
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
220
AUM
$71.4M
HNW Individual Clients
125
AUM
$352.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILTXWI

HandshakeAffiliates

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

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