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Building 2RETIREMENT PLAN ADVISORS, LLC

Map pinCHICAGO, IL
Phone312-701-1100
NotebookSEC #801-63261
Total AUM
$3.5B
Employees
47
Clients
10,031

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
29 E. MADISON ST.
SUITE 500
CHICAGO
IL 60602-3205
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
312-701-1100
Other Offices
30

ReceiptFinancials

Total AUM
$3.5B
Accounts
10,031
Discretionary
$3.5B
Accounts
10,031
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7,994
AUM
$635.1M
HNW Individual Clients
103
AUM
$162.7M
Pooled Vehicle Clients
1,758
AUM
$105.8M
Government Entity Clients
176
AUM
$2.6B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTFLGAIDILINKSKYLAMAMIMNMOMSNCNDNENHNJNYOHOKPATNTXUTVAVIVTWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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