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Building 2GEOWEALTH MANAGEMENT LLC

Map pinCHICAGO, IL
Phone(312) 219-9160
NotebookSEC #801-71114
Total AUM
$17.6B
Employees
88
Clients
51,018

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
444 N. MICHIGAN AVENUE
SUITE 3150
CHICAGO
IL 60611
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(312) 219-9160
Other Offices
1

ReceiptFinancials

Total AUM
$17.6B
Accounts
83,125
Discretionary
$6.8B
Accounts
32,617
Non-Discretionary
$10.8B
Accounts
50,508

ContactClients

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Individual Clients
47,696
AUM
$9.7B
HNW Individual Clients
2,729
AUM
$7B
Pension/Profit Sharing Plan Clients
285
AUM
$435.9M
Charitable Organization Clients
33
AUM
$32.2M
Corporation or Business Clients
275
AUM
$389.6M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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