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Building 2STRATEGIC FINANCIAL DESIGNS, INC.

Map pinNORTHFIELD, IL
Phone847-441-8700
NotebookSEC #801-67096
Total AUM
$64.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1780 ASH STREET
SUITE 200
NORTHFIELD
IL 60093
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
847-441-8700

ReceiptFinancials

Total AUM
$64.8M
Accounts
332
Discretionary
$0
Accounts
0
Non-Discretionary
$64.8M
Accounts
332

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
SPEAKING ENGAGEMENTS AND EDUCATION WORKSHOPS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILWI

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

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