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Building 2GRAYBILL WEALTH MANAGEMENT, LTD.

Map pinELMHURST, IL
Phone630-941-9460
NotebookSEC #801-5921
Total AUM
$525.8M
Employees
5
Clients
272

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
135 S COTTAGE HILL AVE
ELMHURST
IL 60126
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
630-941-9460

ReceiptFinancials

Total AUM
$525.8M
Accounts
650
Discretionary
$505.4M
Accounts
616
Non-Discretionary
$20.3M
Accounts
34

ContactClients

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Individual Clients
168
AUM
$73.5M
HNW Individual Clients
101
AUM
$436.3M
Pension/Profit Sharing Plan Clients
1
AUM
$7.9M
Charitable Organization Clients
1
AUM
$7.3M
Corporation or Business Clients
1
AUM
$787K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILNHTXWI

HandshakeAffiliates

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

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