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Building 2THE MUTUAL FUND STORE

Map pinNORTHBROOK, IL
Phone847-498-3636
NotebookSEC #801-63654
Total AUM
$482.5M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
840 WILLOW RD
NORTHBROOK
IL 60062
United States
Operating Hours
8-5
Monday - Friday
Phone
847-498-3636

ReceiptFinancials

Total AUM
$482.5M
Accounts
3,530
Discretionary
$482.5M
Accounts
3,530
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILINKYMIMONCOHSCTNTXWI

HandshakeAffiliates

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

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