1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ABERDEEN WEALTH MANAGEMENT LLC

Map pinLAKE BLUFF, IL
Phone312-456-3315
NotebookSEC #801-57736
Total AUM
$699.1M
Employees
4
Clients
136

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
515 GLEN
LAKE BLUFF
IL 60044
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
312-456-3315

ReceiptFinancials

Total AUM
$699.1M
Accounts
418
Discretionary
$675.3M
Accounts
386
Non-Discretionary
$23.8M
Accounts
32

ContactClients

View more in analytics →

Individual Clients
10
AUM
$1.5M
HNW Individual Clients
126
AUM
$697.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account