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Building 2LCV WEALTH MANAGEMENT, LTD.

Map pinROCKFORD, IL
Phone815-399-7700
NotebookSEC #801-64011
Total AUM
$90.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4949 HARRISION AVENUE
SUITE 300
ROCKFORD
IL 61125-0407
United States
Operating Hours
8:00 AM-5:00 PM
Monday - Friday
Phone
815-399-7700

ReceiptFinancials

Total AUM
$90.9M
Accounts
365
Discretionary
$38.6M
Accounts
79
Non-Discretionary
$52.3M
Accounts
286

ContactClients

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None reported

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

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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

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