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Building 2GEM FINANCIAL ADVISORS, INC.

Map pinLAKE FOREST, IL
Phone847-680-3082
NotebookSEC #801-70834
Total AUM
$182.7M
Employees
2
Clients
231

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
810 S. WAUKEGAN ROAD
SUITE 200
LAKE FOREST
IL 60045
United States
Operating Hours
9 A.M. TO 4 P.M.
Monday - Friday
Phone
847-680-3082

ReceiptFinancials

Total AUM
$182.7M
Accounts
491
Discretionary
$70.8M
Accounts
164
Non-Discretionary
$111.9M
Accounts
327

ContactClients

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Individual Clients
180
AUM
$54M
HNW Individual Clients
49
AUM
$124.4M
Charitable Organization Clients
2
AUM
$4.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEES BASED ON PERCENTAGE OF ASSETS MANAGED BY 3RD PARTY ADVISORS

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMATXVAWI

HandshakeAffiliates

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

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