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Building 2SOLUTIONS FOR WEALTH MANAGEMENT, LLC

Map pinBOURBONNAIS, IL
Phone815-935-6636
NotebookSEC #801-64327
Total AUM
$173.7M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1605 N CONVENT
BOURBONNAIS
IL 60914
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
815-935-6636

ReceiptFinancials

Total AUM
$173.7M
Accounts
643
Discretionary
$173.7M
Accounts
643
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual 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 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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