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Building 2PIERSHALE FINANCIAL GROUP, INC.

Map pinBARRINGTON, IL
Phone8477138070
NotebookSEC #801-72209
Total AUM
$264.1M
Employees
8
Clients
435

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1531 S GROVE AVE
SUITE 206
BARRINGTON
IL 60010
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
8477138070

ReceiptFinancials

Total AUM
$264.1M
Accounts
1,412
Discretionary
$242.5M
Accounts
1,249
Non-Discretionary
$21.6M
Accounts
163

ContactClients

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Individual Clients
366
AUM
$139.8M
HNW Individual Clients
69
AUM
$124.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLILINTNTXWI

HandshakeAffiliates

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

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