1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MGP WEALTH MANAGEMENT, LLC

Map pinOAK BROOK, IL
Phone630-828-2199
NotebookSEC #801-76644
Total AUM
$217.2M
Employees
3
Clients
53

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 ENTERPRISE DRIVE
SUITE 212
OAK BROOK
IL 60523
United States
Operating Hours
9:00 AM - 5 PM
Monday - Friday
Phone
630-828-2199

ReceiptFinancials

Total AUM
$217.2M
Accounts
56
Discretionary
$0
Accounts
0
Non-Discretionary
$217.2M
Accounts
56

ContactClients

View more in analytics →

Individual Clients
1
AUM
$1.1M
HNW Individual Clients
50
AUM
$209M
Pension/Profit Sharing Plan Clients
2
AUM
$7.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

View all affiliates →

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

Feature requires an account