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Building 2PLANPILOT

Map pinCHICAGO, IL
Phone312-973-4911
NotebookSEC #801-73176
Total AUM
$5.6B
Employees
15
Clients
172

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
223 WEST JACKSON
SUITE 800
CHICAGO
IL 60606
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
312-973-4911
Other Offices
9

ReceiptFinancials

Total AUM
$5.6B
Accounts
29
Discretionary
$5.6B
Accounts
29
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
172
AUM
$5.6B

Briefcase businessServices

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Services Offered
Other ServicesPension Consulting
Other Services
FURNISHES ADVICE TO CLIENTS ON MATTERS NOT INVOLVING SECURITIES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLIAILINKYMAMIMNNENJNYOHPATXUTWAWI

HandshakeAffiliates

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

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