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Building 2NEWMAN SCHIMEL

Map pinDEERFIELD, IL
Phone847-317-9350
NotebookSEC #801-67605
Total AUM
$319.6M
Employees
2
Clients
391

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
740 WAUKEGAN ROAD
SUITE 205
DEERFIELD
IL 60015
United States
Operating Hours
8:00AM TO 4:00PM
Monday - Friday
Phone
847-317-9350

ReceiptFinancials

Total AUM
$319.6M
Accounts
894
Discretionary
$285.4M
Accounts
843
Non-Discretionary
$34.2M
Accounts
51

ContactClients

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Individual Clients
284
AUM
$68.2M
HNW Individual Clients
105
AUM
$246.9M
Pension/Profit Sharing Plan Clients
1
AUM
$2.5M
Corporation or Business Clients
1
AUM
$2.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILNHNYTX

HandshakeAffiliates

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

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