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Building 2STEVENS WEALTH MANAGEMENT LLC

Map pinDEERFIELD, IL
Phone847-282-9910
NotebookSEC #801-61929
Total AUM
$286.7M
Employees
7
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 LAKE COOK ROAD
SUITE 350
DEERFIELD
IL 60015
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
847-282-9910

ReceiptFinancials

Total AUM
$286.7M
Accounts
544
Discretionary
$286.7M
Accounts
544
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOILTX

HandshakeAffiliates

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

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