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Building 2STRATEGIC WEALTH PARTNERS, LLC

Map pinDEERFIELD, IL
Phone224-632-1600
NotebookSEC #801-69149
Total AUM
$1.3B
Employees
15
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
520 LAKE COOK ROAD
SUITE 270
DEERFIELD
IL 60015
United States
Operating Hours
8:00 AM - 5:00PM
Monday - Friday
Phone
224-632-1600

ReceiptFinancials

Total AUM
$1.3B
Accounts
2,886
Discretionary
$1B
Accounts
2,588
Non-Discretionary
$214.3M
Accounts
298

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILINLAMINHNYPATX

HandshakeAffiliates

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

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