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Building 2PWMCO, LLC

Map pinLOMBARD, IL
Phone312-341-9727
NotebookSEC #801-62143
Total AUM
$793.9M
Employees
3
Clients
423

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
377 E. BUTTERFIELD ROAD
SUITE 220
LOMBARD
IL 60148
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
312-341-9727

ReceiptFinancials

Total AUM
$793.9M
Accounts
423
Discretionary
$581.5M
Accounts
143
Non-Discretionary
$212.4M
Accounts
280

ContactClients

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HNW Individual Clients
407
AUM
$624M
Charitable Organization Clients
16
AUM
$169.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CAFLILINKSMIMONYTX

HandshakeAffiliates

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

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