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Building 2INTEROCEAN WEALTH MANAGEMENT LLC

Map pinCHICAGO, IL
Phone312-698-6900
NotebookSEC #801-67586
Total AUM
$548M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
737 N. MICHIGAN AVENUE
15TH FLOOR
CHICAGO
IL 60611
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
312-698-6900

ReceiptFinancials

Total AUM
$548M
Accounts
551
Discretionary
$0
Accounts
0
Non-Discretionary
$548M
Accounts
551

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZFLIAILINOHWI

HandshakeAffiliates

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

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