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Building 2SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

Map pinSPRINGFIELD, IL
Phone217-753-4020
NotebookSEC #801-73087
Total AUM
$705.7M
Employees
10
Clients
571

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3000 PROFESSIONAL DR.
STE 201
SPRINGFIELD
IL 62703
United States
Operating Hours
9 AM TO 5PM
Monday - Friday
Phone
217-753-4020

ReceiptFinancials

Total AUM
$705.7M
Accounts
2,063
Discretionary
$88.6M
Accounts
239
Non-Discretionary
$617.1M
Accounts
1,824

ContactClients

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Individual Clients
394
AUM
$187.6M
HNW Individual Clients
155
AUM
$438.9M
Pension/Profit Sharing Plan Clients
13
AUM
$56M
Charitable Organization Clients
9
AUM
$23.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLILINMOSCTNTX

HandshakeAffiliates

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

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