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Building 2OWL INVEST

Map pinCHICAGO, IL
Phone832-630-7841
NotebookSEC #801-72786
Total AUM
$40.3M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5807 S. WOODLAWN AVE.
SUITE 207
CHICAGO
IL 60637
United States
Operating Hours
9:00 AM-5:00 PM
Monday - Friday
Phone
832-630-7841

ReceiptFinancials

Total AUM
$40.3M
Accounts
206
Discretionary
$31.6M
Accounts
135
Non-Discretionary
$8.7M
Accounts
71

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMATX

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

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