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Building 2SERIOUS STEWARDSHIP, LLC

Map pinLAKE FOREST, IL
Phone847-234-0808
NotebookSEC #801-62824
Total AUM
$112.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
181 EAST WESTMINSTER ROAD
LAKE FOREST
IL 60045
United States
Operating Hours
7:00 A.M TO 5:00 P.M.
Monday - Friday
Phone
847-234-0808

ReceiptFinancials

Total AUM
$112.2M
Accounts
50
Discretionary
$112.2M
Accounts
50
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVICE ON MATTERS NOT INVOLVING SECURITIES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

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

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