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Building 2SAWYER FALDUTO ASSET MANAGEMENT, LLC

Map pinELMHURST, IL
Phone630-941-8560
NotebookSEC #801-68317
Total AUM
$896.5M
Employees
6
Clients
515

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
589 S. YORK STREET
ELMHURST
IL 60126
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
630-941-8560

ReceiptFinancials

Total AUM
$896.5M
Accounts
961
Discretionary
$896.5M
Accounts
961
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
203
AUM
$62.9M
HNW Individual Clients
50
AUM
$123.7M
Pension/Profit Sharing Plan Clients
1
AUM
$12.2M
Charitable Organization Clients
7
AUM
$6.2M
Government Entity Clients
239
AUM
$682.6M
Other Clients
15
AUM
$8.8M
Description of Other Clients
PROFESSIONAL ASSOCIATIONS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMITX

HandshakeAffiliates

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

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