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Building 2OFM WEALTH

Map pinORLAND PARK, IL
Phone(708) 403-2800
NotebookSEC #801-78123
Total AUM
$310.5M
Employees
6
Clients
227

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
WINTERSET OFFICE PARK
10709 WEST 159TH STREET
ORLAND PARK
IL 60467
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
(708) 403-2800
Other Offices
2

ReceiptFinancials

Total AUM
$310.5M
Accounts
957
Discretionary
$297.7M
Accounts
900
Non-Discretionary
$12.8M
Accounts
57

ContactClients

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Individual Clients
135
AUM
$42.8M
HNW Individual Clients
79
AUM
$245.8M
Pension/Profit Sharing Plan Clients
6
AUM
$6.5M
Corporation or Business Clients
7
AUM
$15.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLILINTX

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

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