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Building 2DETTERBECK WEALTH MANAGEMENT

Map pinPALATINE, IL
Phone847-934-6262
NotebookSEC #801-57905
Total AUM
$78.3M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
220 N. SMITH STREET
SUITE 410
PALATINE
IL 60067-2477
United States
Operating Hours
8:30AM-5PM
Monday - Friday
Phone
847-934-6262

ReceiptFinancials

Total AUM
$78.3M
Accounts
598
Discretionary
$56.1M
Accounts
330
Non-Discretionary
$22.2M
Accounts
268

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
SC

HandshakeAffiliates

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

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