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Building 2LESTER GEORGE JACKSON

Map pinPARK RIDGE, IL
Phone847-825-7770
NotebookSEC #801-61039
Total AUM
$61.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
444 N. NORTHWEST HWY.
SUITE 195
PARK RIDGE
IL 60068
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
847-825-7770

ReceiptFinancials

Total AUM
$61.8M
Accounts
121
Discretionary
$36.5M
Accounts
73
Non-Discretionary
$25.3M
Accounts
48

ContactClients

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

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

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