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Building 2GREAT LAKES & ATLANTIC WEALTH MANAGEMENT AND ADVISORY PARTNERS

Map pinCHICAGO, IL
Phone(312) 675-6072
NotebookSEC #801-78965
Total AUM
$35.3M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 WEST JACKSON BLVD.
SUITE 1700
CHICAGO
IL 60604
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
(312) 675-6072

ReceiptFinancials

Total AUM
$35.3M
Accounts
150
Discretionary
$740K
Accounts
7
Non-Discretionary
$34.6M
Accounts
143

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations

None reported

HandshakeAffiliates

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

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