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Building 2FINANCIAL SOLUTIONS ADVISORY GROUP

Map pinCHICAGO, IL
Phone773-714-1540
NotebookSEC #801-62068
Total AUM
$935M
Employees
10
Clients
360

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8700 W. BRYN MAWR AVENUE, SUITE 410-N
CHICAGO
IL 60631
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
773-714-1540

ReceiptFinancials

Total AUM
$935M
Accounts
360
Discretionary
$900M
Accounts
350
Non-Discretionary
$35M
Accounts
10

ContactClients

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HNW Individual Clients
350
AUM
$900M
Corporation or Business Clients
10
AUM
$35M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILINMDMINYTXWI

HandshakeAffiliates

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

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