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Building 2ALLEY COMPANY, LLC

Map pinLAKE FOREST, IL
Phone847-482-0938
NotebookSEC #801-60264
Total AUM
$585M
Employees
5
Clients
129

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
585 BANK LANE
SUITE 2400
LAKE FOREST
IL 60045
United States
Operating Hours
7:30 AM TO 5:30 PM
Monday - Friday
Phone
847-482-0938

ReceiptFinancials

Total AUM
$585M
Accounts
321
Discretionary
$516.5M
Accounts
313
Non-Discretionary
$68.5M
Accounts
8

ContactClients

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Individual Clients
24
AUM
$8.4M
HNW Individual Clients
99
AUM
$529.3M
Charitable Organization Clients
2
AUM
$13M
Corporation or Business Clients
4
AUM
$34.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMNTX

HandshakeAffiliates

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

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