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Building 2SEBOLD CAPITAL MANAGEMENT, INC

Map pinLISLE, IL
Phone630-548-9700
NotebookSEC #801-78616
Total AUM
$364.3M
Employees
9
Clients
204

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2443 WARRENVILLE ROAD
SUITE 150
LISLE
IL 60532
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
630-548-9700

ReceiptFinancials

Total AUM
$364.3M
Accounts
889
Discretionary
$323.6M
Accounts
841
Non-Discretionary
$40.8M
Accounts
48

ContactClients

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Individual Clients
75
AUM
$20.9M
HNW Individual Clients
119
AUM
$301.2M
Pension/Profit Sharing Plan Clients
8
AUM
$42M
Corporation or Business Clients
2
AUM
$234.8K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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