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Building 2KEB WEALTH ADVISORS

Map pinSPRINGFIELD, IL
Phone(217) 789-0960
NotebookSEC #801-62965
Total AUM
$1.3B
Employees
17
Clients
696

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3200 ROBBINS ROAD
SUITE 200A
SPRINGFIELD
IL 62704
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(217) 789-0960
Other Offices
1

ReceiptFinancials

Total AUM
$1.3B
Accounts
2,381
Discretionary
$1.2B
Accounts
2,339
Non-Discretionary
$74.6M
Accounts
42

ContactClients

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Individual Clients
318
AUM
$93.3M
HNW Individual Clients
344
AUM
$1.2B
Pension/Profit Sharing Plan Clients
21
AUM
$7.1M
Charitable Organization Clients
2
AUM
$773K
Corporation or Business Clients
11
AUM
$23.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILINKSLAMIMNMONCNEPRSCTXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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