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Building 2HKS WEALTH ADVISORS

Map pinOAKBROOK TERRACE, IL
Phone(630) 824-3771
NotebookSEC #801-72995
Total AUM
$165M
Employees
1
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18W140 BUTTERFIELD RD
SUITE 1110
OAKBROOK TERRACE
IL 60181
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
(630) 824-3771

ReceiptFinancials

Total AUM
$165M
Accounts
43
Discretionary
$70M
Accounts
25
Non-Discretionary
$95M
Accounts
18

ContactClients

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HNW Individual Clients
5
AUM
$157M
Charitable Organization Clients
1
AUM
$8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other Fee
Other Compensation
ADVISORY FEE BASED ON CLIENT NET WORTH

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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

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