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ROTHSCHILD WEALTH LLC
OAKBROOK, IL
630-448-5711
SEC #801-74818Total AUM
$1.7B
Employees
27Clients
3,656Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
700 COMMERCE DRIVE
SUITE 170
OAKBROOK
IL 60523
United States
SUITE 170
OAKBROOK
IL 60523
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
630-448-5711
Other Offices
2
Financials
Total AUM
$1.7B
Accounts
3,656Discretionary
$1.7B
Accounts
3,652Non-Discretionary
$6.2M
Accounts
4
Clients
Individual Clients
1,955AUM
$294.4M
HNW Individual Clients
1,614AUM
$1.3B
Pooled Vehicle Clients
1AUM
$1.8M
Pension/Profit Sharing Plan Clients
11AUM
$15M
Charitable Organization Clients
22AUM
$20.5M
Corporation or Business Clients
53AUM
$78.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACOFLILINMIMNNCNENJNYPATNTXVAWI
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.