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Building 2PHASE III ADVISORY SERVICES, LTD

Map pinBUFFALO GROVE, IL
Phone847-520-5545
NotebookSEC #801-63806
Total AUM
$210.9M
Employees
3
Clients
483

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1110 W. LAKE COOK RD
SUITE 265
BUFFALO GROVE
IL 60089
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
847-520-5545
Other Offices
1

ReceiptFinancials

Total AUM
$210.9M
Accounts
1,400
Discretionary
$157.7M
Accounts
931
Non-Discretionary
$53.2M
Accounts
469

ContactClients

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Individual Clients
414
AUM
$86.8M
HNW Individual Clients
69
AUM
$124.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILINMINCTXWI

HandshakeAffiliates

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

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