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Building 2ABG RETIREMENT PLAN INVESTMENT SERVICES

Map pinPEORIA, IL
Phone309-671-4200
NotebookSEC #801-61112
Total AUM
$994.7M
Employees
8
Clients
255

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
456 FULTON STREET
SUITE 345
PEORIA
IL 61602-1202
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
309-671-4200
Other Offices
1

ReceiptFinancials

Total AUM
$994.7M
Accounts
255
Discretionary
$384M
Accounts
93
Non-Discretionary
$610.7M
Accounts
162

ContactClients

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Pension/Profit Sharing Plan Clients
255
AUM
$994.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionOther ServicesPension Consulting
Other Services
EDUCATION SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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

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