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Building 2D3 FINANCIAL COUNSELORS LLC

Map pinDOWNERS GROVE, IL
Phone630-271-0033
NotebookSEC #801-79401
Total AUM
$270M
Employees
9
Clients
184

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5151 MOCHEL DRIVE
SUITE 301
DOWNERS GROVE
IL 60515
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
630-271-0033
Other Offices
2

ReceiptFinancials

Total AUM
$270M
Accounts
184
Discretionary
$270M
Accounts
184
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
76
AUM
$37M
HNW Individual Clients
108
AUM
$233M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIL

HandshakeAffiliates

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

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