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Building 2GOLDEN TRAIL ADVISERS

Map pinBURR RIDGE, IL
Phone630-323-1111
NotebookSEC #801-70991
Total AUM
$31.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11S270 JACKSON STREET
SUITE 101
BURR RIDGE
IL 60527
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
630-323-1111

ReceiptFinancials

Total AUM
$31.8M
Accounts
286
Discretionary
$20.6M
Accounts
271
Non-Discretionary
$11.2M
Accounts
15

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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