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Building 2VEZZETTI CAPITAL MANAGEMENT, L.L.C.

Map pinLA SALLE, IL
Phone815-220-0511
NotebookSEC #801-69183
Total AUM
$263.4M
Employees
3
Clients
200

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
260 BUCKLIN STREET, SUITE A
LA SALLE
IL 61301-2344
United States
Operating Hours
8:30 AM - 4:00 PM
Monday - Friday
Phone
815-220-0511

ReceiptFinancials

Total AUM
$263.4M
Accounts
303
Discretionary
$263.4M
Accounts
303
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
145
AUM
$24.9M
HNW Individual Clients
28
AUM
$59.8M
Pension/Profit Sharing Plan Clients
2
AUM
$3.7M
Charitable Organization Clients
3
AUM
$4M
Government Entity Clients
16
AUM
$161.7M
Corporation or Business Clients
6
AUM
$9.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
LOCAL MUNICIPALITIES AND SCHOOL DISTRICTS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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