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Building 2GUIDANT WEALTH ADVISORS

Map pinPALATINE, IL
Phone847-330-9911
NotebookSEC #801-77713
Total AUM
$251.1M
Employees
10
Clients
291

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
35 WEST SLADE STREET
PALATINE
IL 60067
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
847-330-9911

ReceiptFinancials

Total AUM
$251.1M
Accounts
822
Discretionary
$251.1M
Accounts
822
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
208
AUM
$203.4M
HNW Individual Clients
83
AUM
$47.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITATION FEES FROM OTHER INVESTMENT ADVISORY FIRMS

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
IL

HandshakeAffiliates

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

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