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Building 2SILVERHELIX

Map pinCRYSTAL LAKE, IL
Phone815-260-7500
NotebookSEC #801-71966
Total AUM
$9.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3763 ERIN COURT
SUITE 102A
CRYSTAL LAKE
IL 60012
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
815-260-7500

ReceiptFinancials

Total AUM
$9.8M
Accounts
5
Discretionary
$200K
Accounts
3
Non-Discretionary
$9.6M
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio ManagementSecurities Ratings
Compensation Types
Charges Percentage AUMCharges Performance-BasedCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

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

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