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Building 2EQUITRUST FINANCIAL GROUP, LTD.

Map pinDEERFIELD, IL
Phone847-317-0200
NotebookSEC #801-62880
Total AUM
$323.4M
Employees
12
Clients
372

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
570 LAKE COOK RD.
SUITE 101
DEERFIELD
IL 60015
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
847-317-0200
Other Offices
1

ReceiptFinancials

Total AUM
$323.4M
Accounts
628
Discretionary
$321.6M
Accounts
624
Non-Discretionary
$1.8M
Accounts
4

ContactClients

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Individual Clients
271
AUM
$122.3M
HNW Individual Clients
99
AUM
$195.9M
Pension/Profit Sharing Plan Clients
1
AUM
$4.6M
Corporation or Business Clients
1
AUM
$642.9K

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
AZCAFLILNENHTXWI

HandshakeAffiliates

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

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