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Building 2SWIFT WEALTH MANAGEMENT

Map pinCHICAGO, IL
Phone312-259-9595
NotebookSEC #801-70892
Total AUM
$38.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
205 N. MICHIGAN AVENUE
SUITE 3770
CHICAGO
IL 60601
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
312-259-9595

ReceiptFinancials

Total AUM
$38.8M
Accounts
91
Discretionary
$28.9M
Accounts
31
Non-Discretionary
$9.9M
Accounts
60

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE FEE OF ASSETS UNDER MANAGEMENT BY A 3RD PARTY MANAGER

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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

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