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Building 2PERSONAL FINANCIAL PLANNING, INC.

Map pinDEERFIELD, IL
Phone847-205-2590
NotebookSEC #801-62565
Total AUM
$897M
Employees
4
Clients
100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
707 LAKE COOK ROAD
SUITE 109
DEERFIELD
IL 60015-4909
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
847-205-2590

ReceiptFinancials

Total AUM
$897M
Accounts
632
Discretionary
$897M
Accounts
632
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
5
AUM
$0
HNW Individual Clients
95
AUM
$897M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMIMNSCTX

HandshakeAffiliates

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

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