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Building 2STRATEGIC WEALTH MANAGEMENT, LLC

Map pinPEORIA, IL
Phone309-673-7526
NotebookSEC #801-67075
Total AUM
$44.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
114 STATE STREET, SUITE 2E
PEORIA
IL 61602
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
309-673-7526

ReceiptFinancials

Total AUM
$44.7M
Accounts
338
Discretionary
$44.7M
Accounts
338
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTN

HandshakeAffiliates

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

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