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Building 2NEW VERNON WEALTH MANAGEMENT LLC

Map pinHIGHLAND PARK, IL
Phone847-926-5700
NotebookSEC #801-77619
Total AUM
$781M
Employees
8
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
799 CENTRAL AVE
SUITE 350
HIGHLAND PARK
IL 60035
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
847-926-5700

ReceiptFinancials

Total AUM
$781M
Accounts
443
Discretionary
$781M
Accounts
443
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
90
AUM
$33.9M
HNW Individual Clients
97
AUM
$747.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLILNJNYTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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