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Building 2STRATEGIC EDGE WEALTH MANAGEMENT, LLC

Map pinNORTHBROOK, IL
Phone(847) 849-5550
NotebookSEC #801-69327
Total AUM
$40.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1500 SKOKIE BLVD.
SUITE 312
NORTHBROOK
IL 60062
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(847) 849-5550

ReceiptFinancials

Total AUM
$40.8M
Accounts
122
Discretionary
$32.5M
Accounts
115
Non-Discretionary
$8.3M
Accounts
7

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTX

HandshakeAffiliates

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

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